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 8-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 | $50,787 | $177,572-71.4% | $154,803-67.2% | $142,382-64.3% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.1%-78.1pp | 80.1%-80.1pp |
| Annual return | 17.99% | 65.07%-47.1pp | 58.88%-40.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $23,152 | $6,272+269.2% | $5,540+317.9% | $6,507+255.8% |
| Admin fee / account holder | $64 | $16,786-99.6% | $14,329-99.6% | $12,624-99.5% |