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 | $55,331 | $159,602-65.3% | $150,045-63.1% | $142,382-61.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 21.12% | 70.24%-49.1pp | 62.55%-41.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $3,583 | $4,961-27.8% | $4,693-23.7% | $4,299-16.7% |
| Participant deferral / active EE | $7,086 | $8,310-14.7% | $7,997-11.4% | $6,507+8.9% |
| Admin fee / account holder | $94 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |