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 | $32,234 | $175,202-81.6% | $149,673-78.5% | $139,434-76.9% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 24.12% | 166.71%-142.6pp | 134.42%-110.3pp | 372.94%-348.8pp |
| Employer contribution / active EE | $2,000 | $5,474-63.5% | $4,818-58.5% | $4,751-57.9% |
| Participant deferral / active EE | $5,625 | $6,519-13.7% | $5,680-1.0% | $6,710-16.2% |
| Admin fee / account holder | $126 | $16,150-99.2% | $13,210-99.0% | $11,403-98.9% |