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 | $63,419 | $157,256-59.7% | $141,162-55.1% | $152,861-58.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 19.28% | 64.32%-45.0pp | 71.39%-52.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,437 | $5,261-72.7% | $4,735-69.7% | $4,762-69.8% |
| Participant deferral / active EE | $2,482 | $7,109-65.1% | $6,709-63.0% | $5,850-57.6% |
| Admin fee / account holder | $228 | $12,120-98.1% | $10,261-97.8% | $11,596-98.0% |