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 6-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 | $126,217 | $83,902+50.4% | $167,512-24.7% | $84,808+48.8% |
| Participation rate | 50.0% | 66.5%-16.5pp | 77.1%-27.1pp | 68.3%-18.3pp |
| Annual return | 21.85% | 91.55%-69.7pp | 1615.79%-1593.9pp | 40.90%-19.0pp |
| Employer contribution / active EE | $3,998 | $2,264+76.6% | $3,882+3.0% | $2,631+52.0% |
| Participant deferral / active EE | $6,291 | $4,442+41.6% | $6,405-1.8% | $4,212+49.4% |
| Admin fee / account holder | $222 | $7,915-97.2% | $9,769-97.7% | $7,344-97.0% |