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 7-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 | $54,720 | $165,335-66.9% | $149,696-63.4% | $158,922-65.6% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 40.15% | 348.15%-308.0pp | 276.60%-236.5pp | 302.83%-262.7pp |
| Employer contribution / active EE | $2,573 | $5,103-49.6% | $4,644-44.6% | $4,761-46.0% |
| Participant deferral / active EE | $13,267 | $7,181+84.7% | $6,842+93.9% | $5,982+121.8% |
| Admin fee / account holder | $255 | $10,807-97.6% | $9,309-97.3% | $11,246-97.7% |