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 4-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 | $126,255 | $185,822-32.1% | $169,993-25.7% | $139,434-9.5% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 14.62% | 60.50%-45.9pp | 53.37%-38.7pp | 372.94%-358.3pp |
| Employer contribution / active EE | $21,750 | $7,590+186.6% | $6,785+220.6% | $4,751+357.8% |
| Participant deferral / active EE | $15,000 | $11,622+29.1% | $10,408+44.1% | $6,710+123.5% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |