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 | $25,352 | $148,534-82.9% | $135,903-81.3% | $139,434-81.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 56.80% | 79.19%-22.4pp | 68.23%-11.4pp | 372.94%-316.1pp |
| Employer contribution / active EE | $7,238 | $5,243+38.0% | $4,856+49.0% | $4,751+52.3% |
| Participant deferral / active EE | $7,238 | $8,100-10.6% | $7,758-6.7% | $6,710+7.9% |
| Admin fee / account holder | $24 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |