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 | $73,322 | $115,770-36.7% | $101,248-27.6% | $158,922-53.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 17.66% | 56.14%-38.5pp | 46.47%-28.8pp | 302.83%-285.2pp |
| Employer contribution / active EE | $2,284 | $4,175-45.3% | $3,660-37.6% | $4,761-52.0% |
| Participant deferral / active EE | $7,517 | $4,957+51.6% | $4,370+72.0% | $5,982+25.6% |
| Admin fee / account holder | $84 | $7,245-98.8% | $5,945-98.6% | $11,246-99.3% |