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 | $97,851 | $169,032-42.1% | $129,207-24.3% | $145,922-32.9% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 11.10% | 14330.11%-14319.0pp | 9417.33%-9406.2pp | 561.29%-550.2pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,200 | $4,987+4.3% | $4,168+24.8% | $6,688-22.2% |
| Admin fee / account holder | $123 | $9,954-98.8% | $7,715-98.4% | $13,397-99.1% |