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 5-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 | $73,658 | $99,877-26.3% | $84,966-13.3% | $145,922-49.5% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 65.99% | 83.76%-17.8pp | 66.38%-0.4pp | 561.29%-495.3pp |
| Employer contribution / active EE | $2,744 | $3,231-15.1% | $2,727+0.6% | $4,660-41.1% |
| Participant deferral / active EE | $7,057 | $5,291+33.4% | $4,519+56.2% | $6,688+5.5% |
| Admin fee / account holder | $18 | $7,248-99.7% | $6,149-99.7% | $13,397-99.9% |