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 7-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 | $155,540 | $159,901-2.7% | $146,958+5.8% | $145,922+6.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 49.17% | 98.13%-49.0pp | 418.34%-369.2pp | 561.29%-512.1pp |
| Employer contribution / active EE | $8,625 | $5,286+63.2% | $4,933+74.8% | $4,660+85.1% |
| Participant deferral / active EE | $12,177 | $8,428+44.5% | $8,070+50.9% | $6,688+82.1% |
| Admin fee / account holder | $106 | $15,044-99.3% | $12,998-99.2% | $13,397-99.2% |