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 | $29,407 | $157,256-81.3% | $141,162-79.2% | $152,861-80.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 90.12% | 64.32%+25.8pp | 71.39%+18.7pp | 345.32%-255.2pp |
| Employer contribution / active EE | $8,725 | $5,261+65.8% | $4,735+84.3% | $4,762+83.2% |
| Participant deferral / active EE | $7,121 | $7,109+0.2% | $6,709+6.1% | $5,850+21.7% |
| Admin fee / account holder | $92 | $12,120-99.2% | $10,261-99.1% | $11,596-99.2% |