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 | $113,591 | $89,753+26.6% | $107,525+5.6% | $84,808+33.9% |
| Participation rate | 66.7% | 68.1%-1.4pp | 75.1%-8.4pp | 68.3%-1.6pp |
| Annual return | 19.03% | 29.48%-10.4pp | 181.32%-162.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,922 | $3,113-6.1% | $3,754-22.1% | $2,631+11.1% |
| Participant deferral / active EE | $7,610 | $4,056+87.6% | $5,116+48.8% | $4,212+80.7% |
| Admin fee / account holder | $203 | $7,222-97.2% | $8,919-97.7% | $7,344-97.2% |