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 9-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 | $69,807 | $96,635-27.8% | $86,612-19.4% | $139,434-49.9% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 21.71% | 106.41%-84.7pp | 591.07%-569.4pp | 372.94%-351.2pp |
| Employer contribution / active EE | $516 | $3,263-84.2% | $3,022-82.9% | $4,751-89.1% |
| Participant deferral / active EE | $3,525 | $4,836-27.1% | $4,438-20.6% | $6,710-47.5% |
| Admin fee / account holder | $183 | $6,408-97.1% | $5,614-96.7% | $11,403-98.4% |