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 | $166,145 | $117,983+40.8% | $101,794+63.2% | $142,382+16.7% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 21.70% | 36.92%-15.2pp | 30.53%-8.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,345 | $2,773-51.5% | $2,289-41.3% | $4,299-68.7% |
| Participant deferral / active EE | $20,667 | $4,714+338.4% | $4,084+406.0% | $6,507+217.6% |
| Admin fee / account holder | $166 | $10,433-98.4% | $8,777-98.1% | $12,624-98.7% |