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 7-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 | $208,444 | $112,096+86.0% | $95,952+117.2% | $158,922+31.2% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 29.95% | 171.09%-141.1pp | 91.61%-61.7pp | 302.83%-272.9pp |
| Employer contribution / active EE | $3,645 | $3,198+14.0% | $2,541+43.4% | $4,761-23.4% |
| Participant deferral / active EE | $8,776 | $4,784+83.4% | $4,167+110.6% | $5,982+46.7% |
| Admin fee / account holder | $20 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |