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 | $38,774 | $159,901-75.8% | $146,958-73.6% | $145,922-73.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.46% | 98.13%-85.7pp | 418.34%-405.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $4,161 | $5,286-21.3% | $4,933-15.6% | $4,660-10.7% |
| Participant deferral / active EE | $5,293 | $8,428-37.2% | $8,070-34.4% | $6,688-20.9% |
| Admin fee / account holder | $233 | $15,044-98.5% | $12,998-98.2% | $13,397-98.3% |