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 | $91,711 | $111,754-17.9% | $103,333-11.2% | $145,922-37.2% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 20.42% | 24.77%-4.3pp | 24.88%-4.5pp | 561.29%-540.9pp |
| Employer contribution / active EE | $1,868 | $4,212-55.7% | $3,868-51.7% | $4,660-59.9% |
| Participant deferral / active EE | $15,000 | $5,619+167.0% | $5,057+196.6% | $6,688+124.3% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |