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 | $41,206 | $158,398-74.0% | $126,539-67.4% | $142,382-71.1% |
| Participation rate | 56.3% | 75.8%-19.6pp | 69.8%-13.6pp | 80.1%-23.9pp |
| Annual return | 20.88% | 593.76%-572.9pp | 425.95%-405.1pp | 217.08%-196.2pp |
| Employer contribution / active EE | $3,228 | $4,650-30.6% | $3,674-12.1% | $4,299-24.9% |
| Participant deferral / active EE | $9,149 | $4,767+91.9% | $4,083+124.1% | $6,507+40.6% |
| Admin fee / account holder | $261 | $6,918-96.2% | $6,065-95.7% | $12,624-97.9% |