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 5-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 | $81,293 | $109,982-26.1% | $97,226-16.4% | $145,922-44.3% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 16.68% | 242.90%-226.2pp | 75.13%-58.5pp | 561.29%-544.6pp |
| Employer contribution / active EE | $3,859 | $3,084+25.1% | $2,729+41.4% | $4,660-17.2% |
| Participant deferral / active EE | $9,247 | $4,676+97.8% | $4,264+116.9% | $6,688+38.3% |
| Admin fee / account holder | $121 | $6,221-98.1% | $5,654-97.9% | $13,397-99.1% |