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 | $82,208 | $107,334-23.4% | $92,893-11.5% | $152,861-46.2% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.4%-22.4pp |
| Annual return | 19.69% | 145.58%-125.9pp | 109.41%-89.7pp | 345.32%-325.6pp |
| Employer contribution / active EE | $2,427 | $4,221-42.5% | $3,653-33.6% | $4,762-49.0% |
| Participant deferral / active EE | $6,879 | $4,845+42.0% | $4,236+62.4% | $5,850+17.6% |
| Admin fee / account holder | $12 | $7,079-99.8% | $5,794-99.8% | $11,596-99.9% |