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 | $55,466 | $148,534-62.7% | $135,903-59.2% | $139,434-60.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 26.45% | 79.19%-52.7pp | 68.23%-41.8pp | 372.94%-346.5pp |
| Employer contribution / active EE | $3,148 | $5,243-40.0% | $4,856-35.2% | $4,751-33.7% |
| Participant deferral / active EE | $11,149 | $8,100+37.6% | $7,758+43.7% | $6,710+66.2% |
| Admin fee / account holder | $63 | $12,400-99.5% | $10,762-99.4% | $11,403-99.4% |