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 | $90,933 | $176,812-48.6% | $146,665-38.0% | $167,490-45.7% |
| Participation rate | 66.7% | 83.6%-16.9pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 25.65% | 24.03%+1.6pp | 22.74%+2.9pp | 478.56%-452.9pp |
| Employer contribution / active EE | $3,392 | $5,160-34.3% | $4,136-18.0% | $4,837-29.9% |
| Participant deferral / active EE | $9,654 | $6,440+49.9% | $5,506+75.3% | $6,341+52.2% |
| Admin fee / account holder | $1 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |