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 | $120,474 | $183,519-34.4% | $155,509-22.5% | $145,922-17.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 33.30% | 61.17%-27.9pp | 64.67%-31.4pp | 561.29%-528.0pp |
| Employer contribution / active EE | $10,675 | $5,313+100.9% | $4,672+128.5% | $4,660+129.1% |
| Participant deferral / active EE | $13,532 | $6,462+109.4% | $5,626+140.5% | $6,688+102.3% |
| Admin fee / account holder | $144 | $19,313-99.3% | $15,912-99.1% | $13,397-98.9% |