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 5-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 | $103,625 | $177,572-41.6% | $154,803-33.1% | $142,382-27.2% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 20.53% | 65.07%-44.5pp | 58.88%-38.4pp | 217.08%-196.5pp |
| Employer contribution / active EE | $3,230 | $4,810-32.9% | $4,305-25.0% | $4,299-24.9% |
| Participant deferral / active EE | $9,732 | $6,272+55.2% | $5,540+75.7% | $6,507+49.6% |
| Admin fee / account holder | $211 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |