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 3-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 | $29,311 | $159,602-81.6% | $150,045-80.5% | $142,382-79.4% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.3%-82.3pp | 80.1%-80.1pp |
| Annual return | 21.71% | 70.24%-48.5pp | 62.55%-40.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $3,991 | $4,961-19.5% | $4,693-15.0% | $4,299-7.2% |
| Participant deferral / active EE | $6,324 | $8,310-23.9% | $7,997-20.9% | $6,507-2.8% |
| Admin fee / account holder | $254 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |