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 7-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 | $125,776 | $159,901-21.3% | $146,958-14.4% | $145,922-13.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 25.48% | 98.13%-72.7pp | 418.34%-392.9pp | 561.29%-535.8pp |
| Employer contribution / active EE | $3,201 | $5,286-39.5% | $4,933-35.1% | $4,660-31.3% |
| Participant deferral / active EE | $13,172 | $8,428+56.3% | $8,070+63.2% | $6,688+97.0% |
| Admin fee / account holder | $187 | $15,044-98.8% | $12,998-98.6% | $13,397-98.6% |