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 | $54,106 | $148,534-63.6% | $135,903-60.2% | $139,434-61.2% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 25.99% | 79.19%-53.2pp | 68.23%-42.2pp | 372.94%-347.0pp |
| Employer contribution / active EE | $4,200 | $5,243-19.9% | $4,856-13.5% | $4,751-11.6% |
| Participant deferral / active EE | $9,240 | $8,100+14.1% | $7,758+19.1% | $6,710+37.7% |
| Admin fee / account holder | $58 | $12,400-99.5% | $10,762-99.5% | $11,403-99.5% |