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 3-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 | $127,901 | $117,983+8.4% | $101,794+25.6% | $142,382-10.2% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 16.40% | 36.92%-20.5pp | 30.53%-14.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $14,421 | $2,773+420.1% | $2,289+530.0% | $4,299+235.4% |
| Participant deferral / active EE | $6,976 | $4,714+48.0% | $4,084+70.8% | $6,507+7.2% |
| Admin fee / account holder | $79 | $10,433-99.2% | $8,777-99.1% | $12,624-99.4% |