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 | $112,831 | $177,572-36.5% | $154,803-27.1% | $142,382-20.8% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 21.52% | 65.07%-43.5pp | 58.88%-37.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,610 | $4,810-45.7% | $4,305-39.4% | $4,299-39.3% |
| Participant deferral / active EE | $16,738 | $6,272+166.9% | $5,540+202.1% | $6,507+157.2% |
| Admin fee / account holder | $199 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |