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 | $76,249 | $202,318-62.3% | $172,739-55.9% | $152,861-50.1% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 24.26% | 1029.65%-1005.4pp | 802.84%-778.6pp | 345.32%-321.1pp |
| Employer contribution / active EE | $10,205 | $5,856+74.3% | $5,143+98.4% | $4,762+114.3% |
| Participant deferral / active EE | $6,643 | $5,948+11.7% | $5,198+27.8% | $5,850+13.5% |
| Admin fee / account holder | $40 | $17,109-99.8% | $13,954-99.7% | $11,596-99.7% |