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 | $211,419 | $180,449+17.2% | $154,107+37.2% | $135,375+56.2% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -5.51% | 888.09%-893.6pp | 735.12%-740.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,200 | $6,035-63.5% | $5,298-58.5% | $4,779-54.0% |
| Participant deferral / active EE | $8,250 | $5,806+42.1% | $5,081+62.4% | $5,609+47.1% |
| Admin fee / account holder | $12 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |