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 9-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 | $105,721 | $112,881-6.3% | $90,951+16.2% | $158,922-33.5% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 19.84% | 215.79%-196.0pp | 134.60%-114.8pp | 302.83%-283.0pp |
| Employer contribution / active EE | $2,152 | $2,893-25.6% | $2,122+1.4% | $4,761-54.8% |
| Participant deferral / active EE | $5,613 | $4,128+36.0% | $3,373+66.4% | $5,982-6.2% |
| Admin fee / account holder | $245 | $8,041-97.0% | $5,959-95.9% | $11,246-97.8% |