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 | $86,819 | $202,318-57.1% | $172,739-49.7% | $152,861-43.2% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 90.33% | 1029.65%-939.3pp | 802.84%-712.5pp | 345.32%-255.0pp |
| Employer contribution / active EE | $1,524 | $5,856-74.0% | $5,143-70.4% | $4,762-68.0% |
| Participant deferral / active EE | $5,091 | $5,948-14.4% | $5,198-2.1% | $5,850-13.0% |
| Admin fee / account holder | $46 | $17,109-99.7% | $13,954-99.7% | $11,596-99.6% |