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 | $76,813 | $209,832-63.4% | $189,513-59.5% | $167,490-54.1% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 16.21% | 748.27%-732.1pp | 555.15%-538.9pp | 478.56%-462.3pp |
| Employer contribution / active EE | $2,182 | $6,914-68.4% | $6,162-64.6% | $4,837-54.9% |
| Participant deferral / active EE | $6,125 | $8,935-31.4% | $8,221-25.5% | $6,341-3.4% |
| Admin fee / account holder | $188 | $14,293-98.7% | $12,045-98.4% | $12,309-98.5% |