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 5-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 | $19,755 | $138,044-85.7% | $125,339-84.2% | $134,475-85.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | 37.61% | 750.33%-712.7pp | 572.05%-534.4pp | 417.96%-380.3pp |
| Employer contribution / active EE | $4,457 | $5,243-15.0% | $4,814-7.4% | $4,740-6.0% |
| Participant deferral / active EE | $7,266 | $7,799-6.8% | $7,446-2.4% | $6,400+13.5% |
| Admin fee / account holder | $95 | $11,571-99.2% | $10,010-99.1% | $11,426-99.2% |