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 4-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 | $18,943 | $96,305-80.3% | $80,569-76.5% | $139,434-86.4% |
| Participation rate | 68.4% | 73.6%-5.2pp | 67.0%+1.4pp | 80.3%-11.9pp |
| Annual return | 32.14% | 1350.08%-1317.9pp | 935.43%-903.3pp | 372.94%-340.8pp |
| Employer contribution / active EE | $4,695 | $3,262+43.9% | $2,723+72.4% | $4,751-1.2% |
| Participant deferral / active EE | $5,521 | $5,232+5.5% | $4,447+24.1% | $6,710-17.7% |
| Admin fee / account holder | $21 | $6,599-99.7% | $5,377-99.6% | $11,403-99.8% |