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 | $93,086 | $169,032-44.9% | $129,207-28.0% | $145,922-36.2% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 14.36% | 14330.11%-14315.8pp | 9417.33%-9403.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $602 | $5,537-89.1% | $4,153-85.5% | $4,660-87.1% |
| Participant deferral / active EE | $5,635 | $4,987+13.0% | $4,168+35.2% | $6,688-15.7% |
| Admin fee / account holder | $20 | $9,954-99.8% | $7,715-99.7% | $13,397-99.9% |