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 | $34,213 | $105,181-67.5% | $159,436-78.5% | $85,850-60.1% |
| Participation rate | 67.7% | 75.8%-8.0pp | 82.8%-15.1pp | 69.3%-1.6pp |
| Annual return | 18.99% | 45.07%-26.1pp | 263.57%-244.6pp | 318.53%-299.5pp |
| Employer contribution / active EE | $3,380 | $3,318+1.9% | $4,829-30.0% | $2,565+31.8% |
| Participant deferral / active EE | $6,000 | $5,945+0.9% | $7,352-18.4% | $3,952+51.8% |
| Admin fee / account holder | $169 | $6,933-97.6% | $10,799-98.4% | $6,260-97.3% |