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 3-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 | $100,672 | $177,572-43.3% | $154,803-35.0% | $142,382-29.3% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 23.35% | 65.07%-41.7pp | 58.88%-35.5pp | 217.08%-193.7pp |
| Employer contribution / active EE | $4,383 | $4,810-8.9% | $4,305+1.8% | $4,299+1.9% |
| Participant deferral / active EE | $13,807 | $6,272+120.1% | $5,540+149.2% | $6,507+112.2% |
| Admin fee / account holder | $268 | $16,786-98.4% | $14,329-98.1% | $12,624-97.9% |