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 | $97,119 | $114,381-15.1% | $107,525-9.7% | $142,382-31.8% |
| Participation rate | 31.3% | 78.1%-46.9pp | 75.1%-43.8pp | 80.1%-48.9pp |
| Annual return | 136.57% | 242.71%-106.1pp | 181.32%-44.7pp | 217.08%-80.5pp |
| Employer contribution / active EE | $1,601 | $4,015-60.1% | $3,754-57.3% | $4,299-62.8% |
| Participant deferral / active EE | $3,020 | $5,564-45.7% | $5,116-41.0% | $6,507-53.6% |
| Admin fee / account holder | $123 | $9,860-98.8% | $8,919-98.6% | $12,624-99.0% |