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 | $95,073 | $65,561+45.0% | $86,188+10.3% | $75,163+26.5% |
| Participation rate | 60.0% | 60.5%-0.5pp | 69.0%-9.0pp | 67.2%-7.2pp |
| Annual return | 19.04% | 46.05%-27.0pp | 1168.45%-1149.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,269 | $1,553-18.3% | $2,380-46.7% | $2,670-52.5% |
| Participant deferral / active EE | $3,938 | $3,024+30.2% | $3,985-1.2% | $4,125-4.5% |
| Admin fee / account holder | $244 | $5,474-95.5% | $6,852-96.4% | $5,651-95.7% |