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 | $108,063 | $133,922-19.3% | $116,228-7.0% | $142,382-24.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.6%-24.6pp | 80.1%-30.1pp |
| Annual return | 314.10% | 147.76%+166.3pp | 90.06%+224.0pp | 217.08%+97.0pp |
| Employer contribution / active EE | $1,418 | $3,446-58.9% | $2,994-52.7% | $4,299-67.0% |
| Participant deferral / active EE | $2,262 | $5,672-60.1% | $4,953-54.3% | $6,507-65.2% |
| Admin fee / account holder | $40 | $14,945-99.7% | $11,989-99.7% | $12,624-99.7% |