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 | $178,544 | $226,064-21.0% | $182,532-2.2% | $152,861+16.8% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.4%-32.4pp |
| Annual return | 12.94% | 192.51%-179.6pp | 148.54%-135.6pp | 345.32%-332.4pp |
| Employer contribution / active EE | $3,956 | $4,978-20.5% | $4,076-3.0% | $4,762-16.9% |
| Participant deferral / active EE | $6,040 | $6,368-5.2% | $5,524+9.3% | $5,850+3.2% |
| Admin fee / account holder | $20 | $10,703-99.8% | $8,592-99.8% | $11,596-99.8% |