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 6-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 | $125,677 | $159,901-21.4% | $146,958-14.5% | $145,922-13.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 20.89% | 98.13%-77.2pp | 418.34%-397.5pp | 561.29%-540.4pp |
| Employer contribution / active EE | $2,250 | $5,286-57.4% | $4,933-54.4% | $4,660-51.7% |
| Participant deferral / active EE | $10,817 | $8,428+28.3% | $8,070+34.0% | $6,688+61.7% |
| Admin fee / account holder | $20 | $15,044-99.9% | $12,998-99.8% | $13,397-99.9% |