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 | $78,935 | $90,348-12.6% | $75,972+3.9% | $145,922-45.9% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.1%-35.7pp | 80.3%-46.9pp |
| Annual return | 10.93% | 620.88%-609.9pp | 359.55%-348.6pp | 561.29%-550.4pp |
| Employer contribution / active EE | $7,957 | $3,311+140.3% | $2,685+196.4% | $4,660+70.8% |
| Participant deferral / active EE | $1,612 | $5,162-68.8% | $4,255-62.1% | $6,688-75.9% |
| Admin fee / account holder | $20 | $8,467-99.8% | $6,467-99.7% | $13,397-99.9% |