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 5-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 | $164,068 | $177,572-7.6% | $154,803+6.0% | $142,382+15.2% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 20.40% | 65.07%-44.7pp | 58.88%-38.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,786 | $4,810-62.9% | $4,305-58.5% | $4,299-58.5% |
| Participant deferral / active EE | $11,622 | $6,272+85.3% | $5,540+109.8% | $6,507+78.6% |
| Admin fee / account holder | $233 | $16,786-98.6% | $14,329-98.4% | $12,624-98.2% |