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 | $58,673 | $111,754-47.5% | $103,333-43.2% | $145,922-59.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 19.33% | 24.77%-5.4pp | 24.88%-5.6pp | 561.29%-542.0pp |
| Employer contribution / active EE | $2,213 | $4,212-47.5% | $3,868-42.8% | $4,660-52.5% |
| Participant deferral / active EE | $11,500 | $5,619+104.7% | $5,057+127.4% | $6,688+72.0% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |