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 5-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 | $65,950 | $177,572-62.9% | $154,803-57.4% | $142,382-53.7% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 20.48% | 65.07%-44.6pp | 58.88%-38.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,538 | $4,810-47.2% | $4,305-41.0% | $4,299-41.0% |
| Participant deferral / active EE | $4,575 | $6,272-27.1% | $5,540-17.4% | $6,507-29.7% |
| Admin fee / account holder | $289 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |