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 9-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 | $156,294 | $183,963-15.0% | $162,163-3.6% | $152,861+2.2% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.4%-32.4pp |
| Annual return | 34.29% | 150.76%-116.5pp | 115.59%-81.3pp | 345.32%-311.0pp |
| Employer contribution / active EE | $6,688 | $6,371+5.0% | $5,614+19.1% | $4,762+40.4% |
| Participant deferral / active EE | $4,750 | $8,034-40.9% | $7,298-34.9% | $5,850-18.8% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |