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 | $144,290 | $106,584+35.4% | $101,326+42.4% | $142,382+1.3% |
| Participation rate | 60.0% | 82.7%-22.7pp | 81.5%-21.5pp | 80.1%-20.1pp |
| Annual return | 142.91% | 36.93%+106.0pp | 36.82%+106.1pp | 217.08%-74.2pp |
| Employer contribution / active EE | $1,745 | $3,956-55.9% | $3,665-52.4% | $4,299-59.4% |
| Participant deferral / active EE | $6,078 | $8,297-26.7% | $7,994-24.0% | $6,507-6.6% |
| Admin fee / account holder | $33 | $11,446-99.7% | $11,185-99.7% | $12,624-99.7% |