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 4-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 | $57,866 | $159,602-63.7% | $150,045-61.4% | $142,382-59.4% |
| Participation rate | 69.6% | 84.0%-14.4pp | 82.3%-12.8pp | 80.1%-10.6pp |
| Annual return | 26.61% | 70.24%-43.6pp | 62.55%-35.9pp | 217.08%-190.5pp |
| Employer contribution / active EE | $4,947 | $4,961-0.3% | $4,693+5.4% | $4,299+15.1% |
| Participant deferral / active EE | $15,174 | $8,310+82.6% | $7,997+89.7% | $6,507+133.2% |
| Admin fee / account holder | $24 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |