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 9-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 | $117,169 | $102,966+13.8% | $90,281+29.8% | $152,861-23.3% |
| Participation rate | 63.6% | 75.9%-12.2pp | 73.3%-9.6pp | 82.4%-18.8pp |
| Annual return | 24.95% | 95.16%-70.2pp | 78.10%-53.2pp | 345.32%-320.4pp |
| Employer contribution / active EE | $1,379 | $3,139-56.1% | $2,854-51.7% | $4,762-71.0% |
| Participant deferral / active EE | $4,684 | $4,281+9.4% | $3,885+20.6% | $5,850-19.9% |
| Admin fee / account holder | $280 | $6,171-95.5% | $5,351-94.8% | $11,596-97.6% |