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 | $139,415 | $150,440-7.3% | $136,294+2.3% | $147,584-5.5% |
| Participation rate | 28.6% | 84.4%-55.9pp | 81.9%-53.3pp | 82.8%-54.3pp |
| Annual return | 414.81% | 1049.08%-634.3pp | 5155.94%-4741.1pp | 578.55%-163.7pp |
| Employer contribution / active EE | $1,029 | $5,256-80.4% | $4,695-78.1% | $4,876-78.9% |
| Participant deferral / active EE | $5,071 | $6,630-23.5% | $6,247-18.8% | $5,439-6.8% |
| Admin fee / account holder | $242 | $10,905-97.8% | $9,243-97.4% | $10,885-97.8% |