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 | $169,134 | $159,901+5.8% | $146,958+15.1% | $145,922+15.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.13% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,182 | $5,286-39.8% | $4,933-35.5% | $4,660-31.7% |
| Participant deferral / active EE | $8,293 | $8,428-1.6% | $8,070+2.8% | $6,688+24.0% |
| Admin fee / account holder | $16 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |