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 9-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 | $78,192 | $157,256-50.3% | $141,162-44.6% | $152,861-48.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 27.23% | 64.32%-37.1pp | 71.39%-44.2pp | 345.32%-318.1pp |
| Employer contribution / active EE | $2,650 | $5,261-49.6% | $4,735-44.0% | $4,762-44.4% |
| Participant deferral / active EE | $9,173 | $7,109+29.0% | $6,709+36.7% | $5,850+56.8% |
| Admin fee / account holder | $288 | $12,120-97.6% | $10,261-97.2% | $11,596-97.5% |