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 10-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 | $109,777 | $177,572-38.2% | $154,803-29.1% | $142,382-22.9% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.1%-78.1pp | 80.1%-80.1pp |
| Annual return | 53.70% | 65.07%-11.4pp | 58.88%-5.2pp | 217.08%-163.4pp |
| Employer contribution / active EE | $8,175 | $4,810+69.9% | $4,305+89.9% | $4,299+90.2% |
| Participant deferral / active EE | $6,853 | $6,272+9.3% | $5,540+23.7% | $6,507+5.3% |
| Admin fee / account holder | $236 | $16,786-98.6% | $14,329-98.4% | $12,624-98.1% |