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 | $156,005 | $148,534+5.0% | $135,903+14.8% | $139,434+11.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 46.79% | 79.19%-32.4pp | 68.23%-21.4pp | 372.94%-326.2pp |
| Employer contribution / active EE | $13,163 | $5,243+151.0% | $4,856+171.0% | $4,751+177.1% |
| Participant deferral / active EE | $13,309 | $8,100+64.3% | $7,758+71.6% | $6,710+98.3% |
| Admin fee / account holder | $170 | $12,400-98.6% | $10,762-98.4% | $11,403-98.5% |