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 9-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 | $70,510 | $106,890-34.0% | $84,015-16.1% | $152,861-53.9% |
| Participation rate | 63.6% | 75.2%-11.6pp | 69.0%-5.4pp | 82.4%-18.8pp |
| Annual return | 22.69% | 104.99%-82.3pp | 71.31%-48.6pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,352 | $2,734-50.6% | $1,983-31.9% | $4,762-71.6% |
| Participant deferral / active EE | $2,629 | $4,011-34.4% | $3,239-18.8% | $5,850-55.1% |
| Admin fee / account holder | $69 | $8,285-99.2% | $6,101-98.9% | $11,596-99.4% |