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 | $77,055 | $102,966-25.2% | $90,281-14.7% | $152,861-49.6% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 33.70% | 95.16%-61.5pp | 78.10%-44.4pp | 345.32%-311.6pp |
| Employer contribution / active EE | $4,622 | $3,139+47.3% | $2,854+61.9% | $4,762-2.9% |
| Participant deferral / active EE | $21,000 | $4,281+390.5% | $3,885+440.5% | $5,850+259.0% |
| Admin fee / account holder | $294 | $6,171-95.2% | $5,351-94.5% | $11,596-97.5% |