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 | $36,033 | $202,318-82.2% | $172,739-79.1% | $152,861-76.4% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 34.33% | 1029.65%-995.3pp | 802.84%-768.5pp | 345.32%-311.0pp |
| Employer contribution / active EE | $2,242 | $5,856-61.7% | $5,143-56.4% | $4,762-52.9% |
| Participant deferral / active EE | $9,450 | $5,948+58.9% | $5,198+81.8% | $5,850+61.5% |
| Admin fee / account holder | $142 | $17,109-99.2% | $13,954-99.0% | $11,596-98.8% |