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 | $68,116 | $175,202-61.1% | $149,673-54.5% | $139,434-51.1% |
| Participation rate | 28.6% | 83.4%-54.8pp | 78.8%-50.2pp | 80.3%-51.7pp |
| Annual return | 16.96% | 166.71%-149.7pp | 134.42%-117.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,893 | $5,474-65.4% | $4,818-60.7% | $4,751-60.2% |
| Participant deferral / active EE | $8,571 | $6,519+31.5% | $5,680+50.9% | $6,710+27.7% |
| Admin fee / account holder | $60 | $16,150-99.6% | $13,210-99.5% | $11,403-99.5% |