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 | $63,516 | $159,901-60.3% | $146,958-56.8% | $145,922-56.5% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 16.77% | 98.13%-81.4pp | 418.34%-401.6pp | 561.29%-544.5pp |
| Employer contribution / active EE | $1,653 | $5,286-68.7% | $4,933-66.5% | $4,660-64.5% |
| Participant deferral / active EE | $3,650 | $8,428-56.7% | $8,070-54.8% | $6,688-45.4% |
| Admin fee / account holder | $282 | $15,044-98.1% | $12,998-97.8% | $13,397-97.9% |