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 | $64,598 | $183,519-64.8% | $155,509-58.5% | $145,922-55.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 356.55% | 61.17%+295.4pp | 64.67%+291.9pp | 561.29%-204.7pp |
| Employer contribution / active EE | $3,257 | $5,313-38.7% | $4,672-30.3% | $4,660-30.1% |
| Participant deferral / active EE | $6,147 | $6,462-4.9% | $5,626+9.3% | $6,688-8.1% |
| Admin fee / account holder | $163 | $19,313-99.2% | $15,912-99.0% | $13,397-98.8% |