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 | $110,261 | $96,635+14.1% | $86,612+27.3% | $139,434-20.9% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 20.26% | 106.41%-86.2pp | 591.07%-570.8pp | 372.94%-352.7pp |
| Employer contribution / active EE | $2,511 | $3,263-23.0% | $3,022-16.9% | $4,751-47.1% |
| Participant deferral / active EE | $10,200 | $4,836+110.9% | $4,438+129.8% | $6,710+52.0% |
| Admin fee / account holder | $70 | $6,408-98.9% | $5,614-98.8% | $11,403-99.4% |