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 | $17,238 | $106,515-83.8% | $96,683-82.2% | $139,434-87.6% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.3%-74.3pp | 80.3%-80.3pp |
| Annual return | 30.14% | 38.43%-8.3pp | 35.69%-5.6pp | 372.94%-342.8pp |
| Employer contribution / active EE | $2,519 | $4,103-38.6% | $3,737-32.6% | $4,751-47.0% |
| Participant deferral / active EE | $7,315 | $5,454+34.1% | $4,878+50.0% | $6,710+9.0% |
| Admin fee / account holder | $211 | $7,877-97.3% | $6,730-96.9% | $11,403-98.2% |