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 5-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 | $96,248 | $159,901-39.8% | $146,958-34.5% | $145,922-34.0% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-46.9pp |
| Annual return | 15.20% | 98.13%-82.9pp | 418.34%-403.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,570 | $5,286-70.3% | $4,933-68.2% | $4,660-66.3% |
| Participant deferral / active EE | $6,073 | $8,428-27.9% | $8,070-24.7% | $6,688-9.2% |
| Admin fee / account holder | $60 | $15,044-99.6% | $12,998-99.5% | $13,397-99.6% |