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 | $75,273 | $175,202-57.0% | $149,673-49.7% | $139,434-46.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 23.50% | 166.71%-143.2pp | 134.42%-110.9pp | 372.94%-349.4pp |
| Employer contribution / active EE | $2,799 | $5,474-48.9% | $4,818-41.9% | $4,751-41.1% |
| Participant deferral / active EE | $14,977 | $6,519+129.8% | $5,680+163.7% | $6,710+123.2% |
| Admin fee / account holder | $95 | $16,150-99.4% | $13,210-99.3% | $11,403-99.2% |