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 | $216,040 | $183,963+17.4% | $162,163+33.2% | $152,861+41.3% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.4%-32.4pp |
| Annual return | 23.41% | 150.76%-127.4pp | 115.59%-92.2pp | 345.32%-321.9pp |
| Employer contribution / active EE | $8,573 | $6,371+34.6% | $5,614+52.7% | $4,762+80.0% |
| Participant deferral / active EE | $4,585 | $8,034-42.9% | $7,298-37.2% | $5,850-21.6% |
| Admin fee / account holder | $99 | $13,121-99.2% | $10,843-99.1% | $11,596-99.1% |