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 | $125,550 | $102,317+22.7% | $146,958-14.6% | $80,856+55.3% |
| Participation rate | 55.3% | 75.8%-20.6pp | 82.2%-26.9pp | 67.6%-12.4pp |
| Annual return | 14.07% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,786 | $3,713-25.0% | $4,933-43.5% | $2,755+1.1% |
| Participant deferral / active EE | $4,981 | $6,644-25.0% | $8,070-38.3% | $4,296+15.9% |
| Admin fee / account holder | $2 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |