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 | $49,148 | $159,901-69.3% | $146,958-66.6% | $145,922-66.3% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 16.93% | 98.13%-81.2pp | 418.34%-401.4pp | 561.29%-544.4pp |
| Employer contribution / active EE | $6,807 | $5,286+28.8% | $4,933+38.0% | $4,660+46.1% |
| Participant deferral / active EE | $7,125 | $8,428-15.5% | $8,070-11.7% | $6,688+6.5% |
| Admin fee / account holder | $34 | $15,044-99.8% | $12,998-99.7% | $13,397-99.7% |