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 7-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 | $95,063 | $175,202-45.7% | $149,673-36.5% | $139,434-31.8% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 23.54% | 166.71%-143.2pp | 134.42%-110.9pp | 372.94%-349.4pp |
| Employer contribution / active EE | $2,385 | $5,474-56.4% | $4,818-50.5% | $4,751-49.8% |
| Participant deferral / active EE | $7,042 | $6,519+8.0% | $5,680+24.0% | $6,710+4.9% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |