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 | $70,094 | $100,773-30.4% | $88,946-21.2% | $142,382-50.8% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 16.15% | 70.18%-54.0pp | 57.82%-41.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,649 | $2,918-9.2% | $2,555+3.7% | $4,299-38.4% |
| Participant deferral / active EE | $9,465 | $5,230+81.0% | $4,581+106.6% | $6,507+45.5% |
| Admin fee / account holder | $161 | $9,693-98.3% | $8,261-98.0% | $12,624-98.7% |