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 8-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 | $125,179 | $181,894-31.2% | $156,549-20.0% | $273,961-54.3% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 7.78% | 30.74%-23.0pp | 32.23%-24.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $3,603 | $6,248-42.3% | $5,501-34.5% | $4,869-26.0% |
| Participant deferral / active EE | $8,237 | $5,550+48.4% | $4,871+69.1% | $5,287+55.8% |
| Admin fee / account holder | $12 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |