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 | $70,553 | $183,519-61.6% | $155,509-54.6% | $145,922-51.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 14.69% | 61.17%-46.5pp | 64.67%-50.0pp | 561.29%-546.6pp |
| Employer contribution / active EE | $8,977 | $5,313+69.0% | $4,672+92.1% | $4,660+92.7% |
| Participant deferral / active EE | $5,123 | $6,462-20.7% | $5,626-8.9% | $6,688-23.4% |
| Admin fee / account holder | $222 | $19,313-98.9% | $15,912-98.6% | $13,397-98.3% |