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 4-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 | $43,967 | $99,877-56.0% | $84,966-48.3% | $145,922-69.9% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 12.32% | 83.76%-71.4pp | 66.38%-54.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $3,109 | $3,231-3.8% | $2,727+14.0% | $4,660-33.3% |
| Participant deferral / active EE | $9,351 | $5,291+76.7% | $4,519+106.9% | $6,688+39.8% |
| Admin fee / account holder | $24 | $7,248-99.7% | $6,149-99.6% | $13,397-99.8% |