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 3-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 | $35,451 | $183,519-80.7% | $155,509-77.2% | $145,922-75.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 23.41% | 61.17%-37.8pp | 64.67%-41.3pp | 561.29%-537.9pp |
| Employer contribution / active EE | $4,721 | $5,313-11.1% | $4,672+1.0% | $4,660+1.3% |
| Participant deferral / active EE | $7,354 | $6,462+13.8% | $5,626+30.7% | $6,688+10.0% |
| Admin fee / account holder | $46 | $19,313-99.8% | $15,912-99.7% | $13,397-99.7% |