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 10-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 | $70,400 | $102,604-31.4% | $86,188-18.3% | $139,434-49.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 23.40% | 1922.51%-1899.1pp | 1168.45%-1145.0pp | 372.94%-349.5pp |
| Employer contribution / active EE | $2,652 | $3,032-12.5% | $2,380+11.4% | $4,751-44.2% |
| Participant deferral / active EE | $5,300 | $4,676+13.4% | $3,985+33.0% | $6,710-21.0% |
| Admin fee / account holder | $41 | $8,657-99.5% | $6,852-99.4% | $11,403-99.6% |