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 7-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 | $89,180 | $69,207+28.9% | $64,056+39.2% | $139,434-36.0% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 19.95% | 45.88%-25.9pp | 33.69%-13.7pp | 372.94%-353.0pp |
| Employer contribution / active EE | $2,989 | $3,182-6.1% | $2,747+8.8% | $4,751-37.1% |
| Participant deferral / active EE | $7,472 | $4,682+59.6% | $3,880+92.6% | $6,710+11.3% |
| Admin fee / account holder | $114 | $4,244-97.3% | $3,068-96.3% | $11,403-99.0% |