See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,757 | $214,378-71.7% | $200,582-69.7% | $142,382-57.3% |
| Participation rate | 45.5% | 87.4%-42.0pp | 86.9%-41.4pp | 80.1%-34.7pp |
| Annual return | 21.65% | 46.41%-24.8pp | 42.33%-20.7pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,648 | $6,841-61.3% | $6,419-58.7% | $4,299-38.4% |
| Participant deferral / active EE | $8,462 | $9,865-14.2% | $9,331-9.3% | $6,507+30.0% |
| Admin fee / account holder | $143 | $17,692-99.2% | $16,305-99.1% | $12,624-98.9% |