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 | $75,233 | $159,901-53.0% | $146,958-48.8% | $145,922-48.4% |
| Participation rate | 36.4% | 84.0%-47.6pp | 82.2%-45.8pp | 80.3%-43.9pp |
| Annual return | 25.61% | 98.13%-72.5pp | 418.34%-392.7pp | 561.29%-535.7pp |
| Employer contribution / active EE | $1,433 | $5,286-72.9% | $4,933-70.9% | $4,660-69.2% |
| Participant deferral / active EE | $2,985 | $8,428-64.6% | $8,070-63.0% | $6,688-55.4% |
| Admin fee / account holder | $138 | $15,044-99.1% | $12,998-98.9% | $13,397-99.0% |