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 | $51,137 | $202,318-74.7% | $172,739-70.4% | $152,861-66.5% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 36.03% | 1029.65%-993.6pp | 802.84%-766.8pp | 345.32%-309.3pp |
| Employer contribution / active EE | $3,274 | $5,856-44.1% | $5,143-36.3% | $4,762-31.3% |
| Participant deferral / active EE | $9,250 | $5,948+55.5% | $5,198+78.0% | $5,850+58.1% |
| Admin fee / account holder | -$2 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |