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 4-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 | $99,920 | $179,726-44.4% | $156,263-36.1% | $142,382-29.8% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 24.92% | 77.86%-52.9pp | 59.47%-34.5pp | 217.08%-192.2pp |
| Employer contribution / active EE | $4,867 | $5,069-4.0% | $4,333+12.3% | $4,299+13.2% |
| Participant deferral / active EE | $6,083 | $6,956-12.6% | $6,158-1.2% | $6,507-6.5% |
| Admin fee / account holder | $180 | $17,272-99.0% | $14,255-98.7% | $12,624-98.6% |