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 | $57,582 | $202,318-71.5% | $172,739-66.7% | $152,861-62.3% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 113.28% | 1029.65%-916.4pp | 802.84%-689.6pp | 345.32%-232.0pp |
| Employer contribution / active EE | $5,263 | $5,856-10.1% | $5,143+2.3% | $4,762+10.5% |
| Participant deferral / active EE | $15,776 | $5,948+165.2% | $5,198+203.5% | $5,850+169.7% |
| Admin fee / account holder | $299 | $17,109-98.3% | $13,954-97.9% | $11,596-97.4% |