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 10-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 | $86,620 | $159,602-45.7% | $150,045-42.3% | $142,382-39.2% |
| Participation rate | 52.9% | 84.0%-31.0pp | 82.3%-29.4pp | 80.1%-27.2pp |
| Annual return | 15.14% | 70.24%-55.1pp | 62.55%-47.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,337 | $4,961-73.1% | $4,693-71.5% | $4,299-68.9% |
| Participant deferral / active EE | $3,935 | $8,310-52.7% | $7,997-50.8% | $6,507-39.5% |
| Admin fee / account holder | $111 | $14,846-99.3% | $13,435-99.2% | $12,624-99.1% |