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 | $110,690 | $226,064-51.0% | $182,532-39.4% | $152,861-27.6% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 19.21% | 192.51%-173.3pp | 148.54%-129.3pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,943 | $4,978-61.0% | $4,076-52.3% | $4,762-59.2% |
| Participant deferral / active EE | $7,033 | $6,368+10.5% | $5,524+27.3% | $5,850+20.2% |
| Admin fee / account holder | $41 | $10,703-99.6% | $8,592-99.5% | $11,596-99.6% |