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 | $51,206 | $159,602-67.9% | $150,045-65.9% | $142,382-64.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 23.51% | 70.24%-46.7pp | 62.55%-39.0pp | 217.08%-193.6pp |
| Employer contribution / active EE | $5,148 | $4,961+3.8% | $4,693+9.7% | $4,299+19.7% |
| Participant deferral / active EE | $12,882 | $8,310+55.0% | $7,997+61.1% | $6,507+98.0% |
| Admin fee / account holder | $73 | $14,846-99.5% | $13,435-99.5% | $12,624-99.4% |