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 9-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 | $209,025 | $165,335+26.4% | $149,696+39.6% | $158,922+31.5% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 9.66% | 348.15%-338.5pp | 276.60%-266.9pp | 302.83%-293.2pp |
| Employer contribution / active EE | $2,489 | $5,103-51.2% | $4,644-46.4% | $4,761-47.7% |
| Participant deferral / active EE | $9,943 | $7,181+38.5% | $6,842+45.3% | $5,982+66.2% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |