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 | $98,050 | $177,572-44.8% | $154,803-36.7% | $142,382-31.1% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 21.59% | 65.07%-43.5pp | 58.88%-37.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $5,833 | $4,810+21.2% | $4,305+35.5% | $4,299+35.7% |
| Participant deferral / active EE | $11,666 | $6,272+86.0% | $5,540+110.6% | $6,507+79.3% |
| Admin fee / account holder | $256 | $16,786-98.5% | $14,329-98.2% | $12,624-98.0% |