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 | $91,954 | $159,901-42.5% | $146,958-37.4% | $145,922-37.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 32.09% | 98.13%-66.0pp | 418.34%-386.2pp | 561.29%-529.2pp |
| Employer contribution / active EE | $6,750 | $5,286+27.7% | $4,933+36.8% | $4,660+44.9% |
| Participant deferral / active EE | $8,625 | $8,428+2.3% | $8,070+6.9% | $6,688+29.0% |
| Admin fee / account holder | $57 | $15,044-99.6% | $12,998-99.6% | $13,397-99.6% |