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 | $75,328 | $185,822-59.5% | $169,993-55.7% | $139,434-46.0% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 27.13% | 60.50%-33.4pp | 53.37%-26.2pp | 372.94%-345.8pp |
| Employer contribution / active EE | $4,963 | $7,590-34.6% | $6,785-26.8% | $4,751+4.5% |
| Participant deferral / active EE | $10,253 | $11,622-11.8% | $10,408-1.5% | $6,710+52.8% |
| Admin fee / account holder | $52 | $15,381-99.7% | $12,815-99.6% | $11,403-99.5% |