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 | $33,546 | $209,411-84.0% | $178,490-81.2% | $158,922-78.9% |
| Participation rate | 57.1% | 86.3%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 164.55% | 188.75%-24.2pp | 151.07%+13.5pp | 302.83%-138.3pp |
| Employer contribution / active EE | $7,259 | $5,706+27.2% | $5,011+44.9% | $4,761+52.5% |
| Participant deferral / active EE | $3,155 | $5,954-47.0% | $5,202-39.3% | $5,982-47.3% |
| Admin fee / account holder | $17 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |