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 6-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 | $39,813 | $109,982-63.8% | $97,226-59.1% | $145,922-72.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 45.21% | 242.90%-197.7pp | 75.13%-29.9pp | 561.29%-516.1pp |
| Employer contribution / active EE | $5,060 | $3,084+64.1% | $2,729+85.4% | $4,660+8.6% |
| Participant deferral / active EE | $5,060 | $4,676+8.2% | $4,264+18.7% | $6,688-24.3% |
| Admin fee / account holder | $135 | $6,221-97.8% | $5,654-97.6% | $13,397-99.0% |