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 6-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 | $145,350 | $138,044+5.3% | $125,339+16.0% | $134,475+8.1% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | 11.81% | 750.33%-738.5pp | 572.05%-560.2pp | 417.96%-406.2pp |
| Employer contribution / active EE | $20,695 | $5,243+294.7% | $4,814+329.9% | $4,740+336.6% |
| Participant deferral / active EE | $10,516 | $7,799+34.8% | $7,446+41.2% | $6,400+64.3% |
| Admin fee / account holder | $237 | $11,571-97.9% | $10,010-97.6% | $11,426-97.9% |