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 | $158,101 | $165,335-4.4% | $149,696+5.6% | $158,922-0.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 52.94% | 348.15%-295.2pp | 276.60%-223.7pp | 302.83%-249.9pp |
| Employer contribution / active EE | $23,571 | $5,103+361.9% | $4,644+407.5% | $4,761+395.1% |
| Participant deferral / active EE | $12,147 | $7,181+69.1% | $6,842+77.5% | $5,982+103.0% |
| Admin fee / account holder | $15 | $10,807-99.9% | $9,309-99.8% | $11,246-99.9% |