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 7-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 | $92,227 | $176,812-47.8% | $146,665-37.1% | $167,490-44.9% |
| Participation rate | 66.7% | 83.6%-16.9pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 157.20% | 24.03%+133.2pp | 22.74%+134.5pp | 478.56%-321.4pp |
| Employer contribution / active EE | $3,193 | $5,160-38.1% | $4,136-22.8% | $4,837-34.0% |
| Participant deferral / active EE | $6,230 | $6,440-3.3% | $5,506+13.1% | $6,341-1.8% |
| Admin fee / account holder | $213 | $13,259-98.4% | $10,280-97.9% | $12,309-98.3% |