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 5-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 | $27,540 | $159,602-82.7% | $150,045-81.6% | $142,382-80.7% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.3%-82.3pp | 80.1%-80.1pp |
| Annual return | 19.81% | 70.24%-50.4pp | 62.55%-42.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,976 | $4,961-40.0% | $4,693-36.6% | $4,299-30.8% |
| Participant deferral / active EE | $3,450 | $8,310-58.5% | $7,997-56.9% | $6,507-47.0% |
| Admin fee / account holder | $47 | $14,846-99.7% | $13,435-99.7% | $12,624-99.6% |