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 | $42,934 | $175,202-75.5% | $149,673-71.3% | $139,434-69.2% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 40.59% | 166.71%-126.1pp | 134.42%-93.8pp | 372.94%-332.4pp |
| Employer contribution / active EE | $9,298 | $5,474+69.8% | $4,818+93.0% | $4,751+95.7% |
| Participant deferral / active EE | $4,750 | $6,519-27.1% | $5,680-16.4% | $6,710-29.2% |
| Admin fee / account holder | $76 | $16,150-99.5% | $13,210-99.4% | $11,403-99.3% |