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 6-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 | $44,495 | $197,591-77.5% | $177,821-75.0% | $158,922-72.0% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.7%-54.4pp | 82.0%-48.6pp |
| Annual return | 39.83% | 58.76%-18.9pp | 48.32%-8.5pp | 302.83%-263.0pp |
| Employer contribution / active EE | $5,358 | $6,697-20.0% | $5,918-9.5% | $4,761+12.5% |
| Participant deferral / active EE | $5,128 | $8,405-39.0% | $7,714-33.5% | $5,982-14.3% |
| Admin fee / account holder | $1 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |