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 | $74,997 | $74,888+0.1% | $71,209+5.3% | $142,382-47.3% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 22.84% | 345.14%-322.3pp | 282.51%-259.7pp | 217.08%-194.2pp |
| Employer contribution / active EE | $3,865 | $2,854+35.4% | $2,721+42.0% | $4,299-10.1% |
| Participant deferral / active EE | $5,596 | $4,454+25.6% | $4,175+34.0% | $6,507-14.0% |
| Admin fee / account holder | $145 | $5,568-97.4% | $5,349-97.3% | $12,624-98.9% |