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 6-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 | $84,461 | $74,888+12.8% | $71,209+18.6% | $142,382-40.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 19.24% | 345.14%-325.9pp | 282.51%-263.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,498 | $2,854-47.5% | $2,721-45.0% | $4,299-65.2% |
| Participant deferral / active EE | $7,243 | $4,454+62.6% | $4,175+73.5% | $6,507+11.3% |
| Admin fee / account holder | $278 | $5,568-95.0% | $5,349-94.8% | $12,624-97.8% |