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 | $29,103 | $106,890-72.8% | $84,015-65.4% | $152,861-81.0% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 31.24% | 104.99%-73.7pp | 71.31%-40.1pp | 345.32%-314.1pp |
| Employer contribution / active EE | $1,282 | $2,734-53.1% | $1,983-35.4% | $4,762-73.1% |
| Participant deferral / active EE | $7,447 | $4,011+85.6% | $3,239+129.9% | $5,850+27.3% |
| Admin fee / account holder | $143 | $8,285-98.3% | $6,101-97.7% | $11,596-98.8% |