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 | $78,461 | $159,901-50.9% | $146,958-46.6% | $145,922-46.2% |
| Participation rate | 23.1% | 84.0%-60.9pp | 82.2%-59.1pp | 80.3%-57.2pp |
| Annual return | 10.72% | 98.13%-87.4pp | 418.34%-407.6pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,552 | $5,286-51.7% | $4,933-48.3% | $4,660-45.2% |
| Participant deferral / active EE | $2,790 | $8,428-66.9% | $8,070-65.4% | $6,688-58.3% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |