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 | $86,756 | $209,832-58.7% | $189,513-54.2% | $167,490-48.2% |
| Participation rate | 33.3% | 88.7%-55.3pp | 87.8%-54.5pp | 82.1%-48.8pp |
| Annual return | 21.21% | 748.27%-727.1pp | 555.15%-533.9pp | 478.56%-457.3pp |
| Employer contribution / active EE | $2,534 | $6,914-63.3% | $6,162-58.9% | $4,837-47.6% |
| Participant deferral / active EE | $18,914 | $8,935+111.7% | $8,221+130.1% | $6,341+198.3% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |