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 9-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 | $110,744 | $158,398-30.1% | $126,539-12.5% | $142,382-22.2% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 20.39% | 593.76%-573.4pp | 425.95%-405.6pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,635 | $4,650-64.8% | $3,674-55.5% | $4,299-62.0% |
| Participant deferral / active EE | $6,135 | $4,767+28.7% | $4,083+50.3% | $6,507-5.7% |
| Admin fee / account holder | $126 | $6,918-98.2% | $6,065-97.9% | $12,624-99.0% |