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 | $64,615 | $159,901-59.6% | $146,958-56.0% | $145,922-55.7% |
| Participation rate | 46.7% | 84.0%-37.3pp | 82.2%-35.5pp | 80.3%-33.6pp |
| Annual return | 14.65% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,175 | $5,286-58.9% | $4,933-55.9% | $4,660-53.3% |
| Participant deferral / active EE | $4,737 | $8,428-43.8% | $8,070-41.3% | $6,688-29.2% |
| Admin fee / account holder | $216 | $15,044-98.6% | $12,998-98.3% | $13,397-98.4% |