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 3-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 | $62,310 | $159,901-61.0% | $146,958-57.6% | $145,922-57.3% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.6pp |
| Annual return | 24.93% | 98.13%-73.2pp | 418.34%-393.4pp | 561.29%-536.4pp |
| Employer contribution / active EE | $2,480 | $5,286-53.1% | $4,933-49.7% | $4,660-46.8% |
| Participant deferral / active EE | $5,493 | $8,428-34.8% | $8,070-31.9% | $6,688-17.9% |
| Admin fee / account holder | $185 | $15,044-98.8% | $12,998-98.6% | $13,397-98.6% |