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 3-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 | $100,184 | $159,901-37.3% | $146,958-31.8% | $145,922-31.3% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-46.9pp |
| Annual return | 11.07% | 98.13%-87.1pp | 418.34%-407.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $4,766 | $5,286-9.8% | $4,933-3.4% | $4,660+2.3% |
| Participant deferral / active EE | $5,944 | $8,428-29.5% | $8,070-26.3% | $6,688-11.1% |
| Admin fee / account holder | $208 | $15,044-98.6% | $12,998-98.4% | $13,397-98.4% |