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 | $188,853 | $179,726+5.1% | $156,263+20.9% | $142,382+32.6% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 15.01% | 77.86%-62.9pp | 59.47%-44.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,611 | $5,069-48.5% | $4,333-39.7% | $4,299-39.3% |
| Participant deferral / active EE | $3,360 | $6,956-51.7% | $6,158-45.4% | $6,507-48.4% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |