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 | $47,686 | $202,432-76.4% | $169,368-71.8% | $139,434-65.8% |
| Participation rate | 0.0% | 81.1%-81.1pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 20.71% | 531.74%-511.0pp | 405.60%-384.9pp | 372.94%-352.2pp |
| Employer contribution / active EE | $1,468 | $4,692-68.7% | $4,013-63.4% | $4,751-69.1% |
| Participant deferral / active EE | $4,659 | $6,938-32.8% | $6,221-25.1% | $6,710-30.6% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |