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 | $81,754 | $159,602-48.8% | $150,045-45.5% | $142,382-42.6% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.3%-39.5pp | 80.1%-37.3pp |
| Annual return | 20.40% | 70.24%-49.8pp | 62.55%-42.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,092 | $4,961-57.8% | $4,693-55.4% | $4,299-51.3% |
| Participant deferral / active EE | $4,151 | $8,310-50.0% | $7,997-48.1% | $6,507-36.2% |
| Admin fee / account holder | $55 | $14,846-99.6% | $13,435-99.6% | $12,624-99.6% |