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 | $201,638 | $198,466+1.6% | $170,442+18.3% | $147,584+36.6% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 11.22% | 257.29%-246.1pp | 205.93%-194.7pp | 578.55%-567.3pp |
| Employer contribution / active EE | $1,800 | $6,184-70.9% | $5,433-66.9% | $4,876-63.1% |
| Participant deferral / active EE | $6,750 | $5,629+19.9% | $4,939+36.7% | $5,439+24.1% |
| Admin fee / account holder | $12 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |