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 7-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 | $90,325 | $148,534-39.2% | $135,903-33.5% | $139,434-35.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 19.94% | 79.19%-59.2pp | 68.23%-48.3pp | 372.94%-353.0pp |
| Employer contribution / active EE | $6,000 | $5,243+14.4% | $4,856+23.6% | $4,751+26.3% |
| Participant deferral / active EE | $7,440 | $8,100-8.1% | $7,758-4.1% | $6,710+10.9% |
| Admin fee / account holder | $121 | $12,400-99.0% | $10,762-98.9% | $11,403-98.9% |