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 8-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 | $30,219 | $157,256-80.8% | $141,162-78.6% | $152,861-80.2% |
| Participation rate | 28.6% | 84.8%-56.2pp | 82.5%-53.9pp | 82.4%-53.9pp |
| Annual return | 222.47% | 64.32%+158.1pp | 71.39%+151.1pp | 345.32%-122.8pp |
| Employer contribution / active EE | $3,569 | $5,261-32.2% | $4,735-24.6% | $4,762-25.1% |
| Participant deferral / active EE | $10,973 | $7,109+54.3% | $6,709+63.6% | $5,850+87.6% |
| Admin fee / account holder | $270 | $12,120-97.8% | $10,261-97.4% | $11,596-97.7% |