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 | $85,302 | $159,602-46.6% | $150,045-43.1% | $142,382-40.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 20.73% | 70.24%-49.5pp | 62.55%-41.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,735 | $4,961-44.9% | $4,693-41.7% | $4,299-36.4% |
| Participant deferral / active EE | $9,831 | $8,310+18.3% | $7,997+22.9% | $6,507+51.1% |
| Admin fee / account holder | $181 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |