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 | $82,600 | $150,187-45.0% | $120,354-31.4% | $145,922-43.4% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.2pp | 80.3%-13.6pp |
| Annual return | 11.48% | 154.07%-142.6pp | 107.15%-95.7pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,583 | $4,348-40.6% | $3,463-25.4% | $4,660-44.6% |
| Participant deferral / active EE | $4,875 | $6,173-21.0% | $4,991-2.3% | $6,688-27.1% |
| Admin fee / account holder | $167 | $12,207-98.6% | $9,423-98.2% | $13,397-98.8% |