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 | $157,937 | $158,398-0.3% | $126,539+24.8% | $142,382+10.9% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 13.78% | 593.76%-580.0pp | 425.95%-412.2pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,351 | $4,650-49.4% | $3,674-36.0% | $4,299-45.3% |
| Participant deferral / active EE | $9,539 | $4,767+100.1% | $4,083+133.6% | $6,507+46.6% |
| Admin fee / account holder | $24 | $6,918-99.7% | $6,065-99.6% | $12,624-99.8% |