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 6-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 | $96,085 | $214,378-55.2% | $200,582-52.1% | $142,382-32.5% |
| Participation rate | 45.0% | 87.4%-42.4pp | 86.9%-41.9pp | 80.1%-35.1pp |
| Annual return | 15.89% | 46.41%-30.5pp | 42.33%-26.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,215 | $9,865-57.3% | $9,331-54.8% | $6,507-35.2% |
| Admin fee / account holder | $164 | $17,692-99.1% | $16,305-99.0% | $12,624-98.7% |