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 3-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 | $79,243 | $111,724-29.1% | $93,606-15.3% | $145,922-45.7% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 19.97% | 202.98%-183.0pp | 133.20%-113.2pp | 561.29%-541.3pp |
| Employer contribution / active EE | $4,529 | $3,090+46.6% | $2,420+87.2% | $4,660-2.8% |
| Participant deferral / active EE | $6,028 | $4,912+22.7% | $4,411+36.6% | $6,688-9.9% |
| Admin fee / account holder | $63 | $10,250-99.4% | $8,285-99.2% | $13,397-99.5% |