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 | $69,789 | $157,256-55.6% | $141,162-50.6% | $152,861-54.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 18.85% | 64.32%-45.5pp | 71.39%-52.5pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,771 | $5,261-66.3% | $4,735-62.6% | $4,762-62.8% |
| Participant deferral / active EE | $8,316 | $7,109+17.0% | $6,709+24.0% | $5,850+42.2% |
| Admin fee / account holder | $103 | $12,120-99.2% | $10,261-99.0% | $11,596-99.1% |