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 | $64,792 | $202,432-68.0% | $169,368-61.7% | $139,434-53.5% |
| Participation rate | 33.3% | 81.1%-47.7pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 24.69% | 531.74%-507.0pp | 405.60%-380.9pp | 372.94%-348.3pp |
| Employer contribution / active EE | $1,715 | $4,692-63.4% | $4,013-57.3% | $4,751-63.9% |
| Participant deferral / active EE | $10,000 | $6,938+44.1% | $6,221+60.7% | $6,710+49.0% |
| Admin fee / account holder | $75 | $10,708-99.3% | $9,003-99.2% | $11,403-99.3% |