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 | $49,596 | $114,381-56.6% | $107,525-53.9% | $142,382-65.2% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.1%-75.1pp | 80.1%-80.1pp |
| Annual return | 18.05% | 242.71%-224.7pp | 181.32%-163.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $7,521 | $4,015+87.3% | $3,754+100.4% | $4,299+74.9% |
| Participant deferral / active EE | $4,162 | $5,564-25.2% | $5,116-18.6% | $6,507-36.0% |
| Admin fee / account holder | $24 | $9,860-99.8% | $8,919-99.7% | $12,624-99.8% |