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 | $17,404 | $183,519-90.5% | $155,509-88.8% | $145,922-88.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 11.20% | 61.17%-50.0pp | 64.67%-53.5pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,116 | $5,313-60.2% | $4,672-54.7% | $4,660-54.6% |
| Participant deferral / active EE | $7,592 | $6,462+17.5% | $5,626+34.9% | $6,688+13.5% |
| Admin fee / account holder | $53 | $19,313-99.7% | $15,912-99.7% | $13,397-99.6% |