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 10-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 | $67,840 | $148,534-54.3% | $135,903-50.1% | $139,434-51.3% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 18.59% | 79.19%-60.6pp | 68.23%-49.6pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,939 | $5,243-63.0% | $4,856-60.1% | $4,751-59.2% |
| Participant deferral / active EE | $7,755 | $8,100-4.3% | $7,7580% | $6,710+15.6% |
| Admin fee / account holder | $220 | $12,400-98.2% | $10,762-98.0% | $11,403-98.1% |