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 | $47,117 | $177,572-73.5% | $154,803-69.6% | $142,382-66.9% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 294.65% | 65.07%+229.6pp | 58.88%+235.8pp | 217.08%+77.6pp |
| Employer contribution / active EE | $1,163 | $4,810-75.8% | $4,305-73.0% | $4,299-73.0% |
| Participant deferral / active EE | $2,271 | $6,272-63.8% | $5,540-59.0% | $6,507-65.1% |
| Admin fee / account holder | $25 | $16,786-99.9% | $14,329-99.8% | $12,624-99.8% |