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 4-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 | $190,193 | $159,901+18.9% | $146,958+29.4% | $145,922+30.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 11.83% | 98.13%-86.3pp | 418.34%-406.5pp | 561.29%-549.5pp |
| Employer contribution / active EE | $6,799 | $5,286+28.6% | $4,933+37.8% | $4,660+45.9% |
| Participant deferral / active EE | $12,700 | $8,428+50.7% | $8,070+57.4% | $6,688+89.9% |
| Admin fee / account holder | $262 | $15,044-98.3% | $12,998-98.0% | $13,397-98.0% |