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 3-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 | $41,995 | $158,398-73.5% | $126,539-66.8% | $142,382-70.5% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 23.43% | 593.76%-570.3pp | 425.95%-402.5pp | 217.08%-193.6pp |
| Employer contribution / active EE | $6,077 | $4,650+30.7% | $3,674+65.4% | $4,299+41.4% |
| Participant deferral / active EE | $18,637 | $4,767+291.0% | $4,083+356.5% | $6,507+186.4% |
| Admin fee / account holder | $222 | $6,918-96.8% | $6,065-96.3% | $12,624-98.2% |