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 | $47,817 | $117,841-59.4% | $102,423-53.3% | $145,922-67.2% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 11.19% | 31.65%-20.5pp | 29.32%-18.1pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,760 | $3,615-23.6% | $3,023-8.7% | $4,660-40.8% |
| Participant deferral / active EE | $4,830 | $5,731-15.7% | $5,053-4.4% | $6,688-27.8% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |