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 | $45,663 | $133,922-65.9% | $116,228-60.7% | $142,382-67.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.6%-24.6pp | 80.1%-30.1pp |
| Annual return | 15.79% | 147.76%-132.0pp | 90.06%-74.3pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,851 | $3,446-46.3% | $2,994-38.2% | $4,299-57.0% |
| Participant deferral / active EE | $3,701 | $5,672-34.8% | $4,953-25.3% | $6,507-43.1% |
| Admin fee / account holder | $94 | $14,945-99.4% | $11,989-99.2% | $12,624-99.3% |