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 | $54,437 | $165,984-67.2% | $164,813-67.0% | $145,922-62.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 14.94% | 100.03%-85.1pp | 69.93%-55.0pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,742 | $5,273-48.0% | $4,341-36.8% | $4,660-41.1% |
| Participant deferral / active EE | $11,917 | $6,959+71.2% | $6,031+97.6% | $6,688+78.2% |
| Admin fee / account holder | $204 | $16,648-98.8% | $12,690-98.4% | $13,397-98.5% |