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 4-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 | $77,667 | $159,901-51.4% | $146,958-47.2% | $145,922-46.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.53% | 98.13%-86.6pp | 418.34%-406.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $4,405 | $5,286-16.7% | $4,933-10.7% | $4,660-5.5% |
| Participant deferral / active EE | $4,257 | $8,428-49.5% | $8,070-47.2% | $6,688-36.3% |
| Admin fee / account holder | $104 | $15,044-99.3% | $12,998-99.2% | $13,397-99.2% |