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 | $75,821 | $190,805-60.3% | $159,960-52.6% | $134,475-43.6% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | 7.84% | 552.23%-544.4pp | 408.60%-400.8pp | 417.96%-410.1pp |
| Employer contribution / active EE | $9,257 | $4,995+85.3% | $4,226+119.1% | $4,740+95.3% |
| Participant deferral / active EE | $9,000 | $6,923+30.0% | $6,182+45.6% | $6,400+40.6% |
| Admin fee / account holder | $191 | $10,471-98.2% | $8,698-97.8% | $11,426-98.3% |