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 | $45,364 | $112,881-59.8% | $90,951-50.1% | $158,922-71.5% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 44.70% | 215.79%-171.1pp | 134.60%-89.9pp | 302.83%-258.1pp |
| Employer contribution / active EE | $9,911 | $2,893+242.6% | $2,122+367.1% | $4,761+108.2% |
| Participant deferral / active EE | $7,019 | $4,128+70.0% | $3,373+108.1% | $5,982+17.3% |
| Admin fee / account holder | $213 | $8,041-97.4% | $5,959-96.4% | $11,246-98.1% |