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 | $238,823 | $138,065+73.0% | $123,544+93.3% | $135,375+76.4% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -6.46% | 153.68%-160.1pp | 119.20%-125.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $8,000 | $5,151+55.3% | $4,628+72.9% | $4,779+67.4% |
| Participant deferral / active EE | $12,933 | $6,799+90.2% | $6,426+101.3% | $5,609+130.6% |
| Admin fee / account holder | $15 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |