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 | $128,189 | $175,202-26.8% | $149,673-14.4% | $139,434-8.1% |
| Participation rate | 33.3% | 83.4%-50.0pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 23.79% | 166.71%-142.9pp | 134.42%-110.6pp | 372.94%-349.2pp |
| Employer contribution / active EE | $4,400 | $5,474-19.6% | $4,818-8.7% | $4,751-7.4% |
| Participant deferral / active EE | $8,333 | $6,519+27.8% | $5,680+46.7% | $6,710+24.2% |
| Admin fee / account holder | $113 | $16,150-99.3% | $13,210-99.1% | $11,403-99.0% |