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 | $117,623 | $106,584+10.4% | $101,326+16.1% | $142,382-17.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 19.22% | 36.93%-17.7pp | 36.82%-17.6pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,395 | $3,956-39.5% | $3,665-34.7% | $4,299-44.3% |
| Participant deferral / active EE | $7,227 | $8,297-12.9% | $7,994-9.6% | $6,507+11.1% |
| Admin fee / account holder | $249 | $11,446-97.8% | $11,185-97.8% | $12,624-98.0% |