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 | $94,891 | $89,753+5.7% | $107,525-11.7% | $84,808+11.9% |
| Participation rate | 21.4% | 68.1%-46.6pp | 75.1%-53.6pp | 68.3%-46.9pp |
| Annual return | 19.23% | 29.48%-10.3pp | 181.32%-162.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,402 | $3,113-22.9% | $3,754-36.0% | $2,631-8.7% |
| Participant deferral / active EE | $2,508 | $4,056-38.2% | $5,116-51.0% | $4,212-40.4% |
| Admin fee / account holder | $182 | $7,222-97.5% | $8,919-98.0% | $7,344-97.5% |