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 8-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 | $54,275 | $185,822-70.8% | $169,993-68.1% | $139,434-61.1% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 21.65% | 60.50%-38.9pp | 53.37%-31.7pp | 372.94%-351.3pp |
| Employer contribution / active EE | $5,049 | $7,590-33.5% | $6,785-25.6% | $4,751+6.3% |
| Participant deferral / active EE | $8,045 | $11,622-30.8% | $10,408-22.7% | $6,710+19.9% |
| Admin fee / account holder | $18 | $15,381-99.9% | $12,815-99.9% | $11,403-99.8% |