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 | $141,428 | $159,602-11.4% | $150,045-5.7% | $142,382-0.7% |
| Participation rate | 35.3% | 84.0%-48.7pp | 82.3%-47.0pp | 80.1%-44.8pp |
| Annual return | 15.43% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $10,450 | $4,961+110.7% | $4,693+122.7% | $4,299+143.1% |
| Participant deferral / active EE | $4,427 | $8,310-46.7% | $7,997-44.6% | $6,507-32.0% |
| Admin fee / account holder | $101 | $14,846-99.3% | $13,435-99.3% | $12,624-99.2% |