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 | $89,512 | $175,202-48.9% | $149,673-40.2% | $139,434-35.8% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 14.98% | 166.71%-151.7pp | 134.42%-119.4pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,320 | $5,474-75.9% | $4,818-72.6% | $4,751-72.2% |
| Participant deferral / active EE | $10,500 | $6,519+61.1% | $5,680+84.9% | $6,710+56.5% |
| Admin fee / account holder | $2 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |