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 | $38,737 | $183,519-78.9% | $155,509-75.1% | $145,922-73.5% |
| Participation rate | 68.8% | 82.7%-13.9pp | 78.2%-9.4pp | 80.3%-11.5pp |
| Annual return | 19.45% | 61.17%-41.7pp | 64.67%-45.2pp | 561.29%-541.8pp |
| Employer contribution / active EE | $2,295 | $5,313-56.8% | $4,672-50.9% | $4,660-50.8% |
| Participant deferral / active EE | $5,627 | $6,462-12.9% | $5,6260% | $6,688-15.9% |
| Admin fee / account holder | $50 | $19,313-99.7% | $15,912-99.7% | $13,397-99.6% |