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 8-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 | $124,359 | $158,398-21.5% | $126,539-1.7% | $142,382-12.7% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 19.68% | 593.76%-574.1pp | 425.95%-406.3pp | 217.08%-197.4pp |
| Employer contribution / active EE | $680 | $4,650-85.4% | $3,674-81.5% | $4,299-84.2% |
| Participant deferral / active EE | $5,799 | $4,767+21.6% | $4,083+42.0% | $6,507-10.9% |
| Admin fee / account holder | $20 | $6,918-99.7% | $6,065-99.7% | $12,624-99.8% |