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 | $54,153 | $159,602-66.1% | $150,045-63.9% | $142,382-62.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 28.27% | 70.24%-42.0pp | 62.55%-34.3pp | 217.08%-188.8pp |
| Employer contribution / active EE | $2,950 | $4,961-40.5% | $4,693-37.1% | $4,299-31.4% |
| Participant deferral / active EE | $8,407 | $8,310+1.2% | $7,997+5.1% | $6,507+29.2% |
| Admin fee / account holder | $9 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |