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 3-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 | $66,541 | $159,602-58.3% | $150,045-55.7% | $142,382-53.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 21.00% | 70.24%-49.2pp | 62.55%-41.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,060 | $4,961-58.5% | $4,693-56.1% | $4,299-52.1% |
| Participant deferral / active EE | $7,382 | $8,310-11.2% | $7,997-7.7% | $6,507+13.4% |
| Admin fee / account holder | $126 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |