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 8-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 | $77,215 | $176,056-56.1% | $159,436-51.6% | $167,490-53.9% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 31.83% | 331.75%-299.9pp | 263.57%-231.7pp | 478.56%-446.7pp |
| Employer contribution / active EE | $2,087 | $5,297-60.6% | $4,829-56.8% | $4,837-56.9% |
| Participant deferral / active EE | $7,740 | $7,750-0.1% | $7,352+5.3% | $6,341+22.1% |
| Admin fee / account holder | $30 | $12,554-99.8% | $10,799-99.7% | $12,309-99.8% |