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 | $45,028 | $111,724-59.7% | $93,606-51.9% | $145,922-69.1% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 17.24% | 202.98%-185.7pp | 133.20%-116.0pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,821 | $3,090-41.1% | $2,420-24.8% | $4,660-60.9% |
| Participant deferral / active EE | $15,833 | $4,912+222.4% | $4,411+258.9% | $6,688+136.8% |
| Admin fee / account holder | $12 | $10,250-99.9% | $8,285-99.9% | $13,397-99.9% |