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 | $73,393 | $159,901-54.1% | $146,958-50.1% | $145,922-49.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 14.73% | 98.13%-83.4pp | 418.34%-403.6pp | 561.29%-546.6pp |
| Employer contribution / active EE | $7,492 | $5,286+41.7% | $4,933+51.9% | $4,660+60.8% |
| Participant deferral / active EE | $12,620 | $8,428+49.7% | $8,070+56.4% | $6,688+88.7% |
| Admin fee / account holder | $158 | $15,044-98.9% | $12,998-98.8% | $13,397-98.8% |