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 9-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 | $102,657 | $126,574-18.9% | $106,213-3.3% | $145,922-29.6% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 33.42% | 224.79%-191.4pp | 116.14%-82.7pp | 561.29%-527.9pp |
| Employer contribution / active EE | $1,244 | $3,730-66.6% | $3,171-60.8% | $4,660-73.3% |
| Participant deferral / active EE | $2,653 | $5,724-53.7% | $5,016-47.1% | $6,688-60.3% |
| Admin fee / account holder | $120 | $17,304-99.3% | $11,033-98.9% | $13,397-99.1% |