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 | $119,288 | $156,846-23.9% | $121,098-1.5% | $139,434-14.4% |
| Participation rate | 60.0% | 76.4%-16.4pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 19.55% | 1474.56%-1455.0pp | 985.75%-966.2pp | 372.94%-353.4pp |
| Employer contribution / active EE | $6,389 | $5,536+15.4% | $4,164+53.4% | $4,751+34.5% |
| Participant deferral / active EE | $10,842 | $4,844+123.8% | $4,080+165.8% | $6,710+61.6% |
| Admin fee / account holder | $20 | $6,946-99.7% | $5,644-99.6% | $11,403-99.8% |