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 8-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 | $110,688 | $183,519-39.7% | $155,509-28.8% | $145,922-24.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 22.32% | 61.17%-38.8pp | 64.67%-42.3pp | 561.29%-539.0pp |
| Employer contribution / active EE | $2,915 | $5,313-45.1% | $4,672-37.6% | $4,660-37.4% |
| Participant deferral / active EE | $5,625 | $6,462-13.0% | $5,6260% | $6,688-15.9% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |