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 | $104,465 | $156,846-33.4% | $121,098-13.7% | $139,434-25.1% |
| Participation rate | 55.6% | 76.4%-20.9pp | 69.5%-13.9pp | 80.3%-24.8pp |
| Annual return | 19.50% | 1474.56%-1455.1pp | 985.75%-966.2pp | 372.94%-353.4pp |
| Employer contribution / active EE | $2,371 | $5,536-57.2% | $4,164-43.1% | $4,751-50.1% |
| Participant deferral / active EE | $8,154 | $4,844+68.3% | $4,080+99.9% | $6,710+21.5% |
| Admin fee / account holder | $162 | $6,946-97.7% | $5,644-97.1% | $11,403-98.6% |