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 6-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 | $66,469 | $111,724-40.5% | $93,606-29.0% | $145,922-54.4% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 13.45% | 202.98%-189.5pp | 133.20%-119.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,395 | $3,090-22.5% | $2,420-1.0% | $4,660-48.6% |
| Participant deferral / active EE | $3,398 | $4,912-30.8% | $4,411-23.0% | $6,688-49.2% |
| Admin fee / account holder | $90 | $10,250-99.1% | $8,285-98.9% | $13,397-99.3% |