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 | $217,781 | $159,901+36.2% | $146,958+48.2% | $145,922+49.2% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 23.87% | 98.13%-74.3pp | 418.34%-394.5pp | 561.29%-537.4pp |
| Employer contribution / active EE | $7,055 | $5,286+33.5% | $4,933+43.0% | $4,660+51.4% |
| Participant deferral / active EE | $13,639 | $8,428+61.8% | $8,070+69.0% | $6,688+103.9% |
| Admin fee / account holder | $123 | $15,044-99.2% | $12,998-99.1% | $13,397-99.1% |