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 7-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 | $42,779 | $107,334-60.1% | $92,893-53.9% | $152,861-72.0% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.4%-26.9pp |
| Annual return | 55.54% | 145.58%-90.0pp | 109.41%-53.9pp | 345.32%-289.8pp |
| Employer contribution / active EE | $2,996 | $4,221-29.0% | $3,653-18.0% | $4,762-37.1% |
| Participant deferral / active EE | $5,093 | $4,845+5.1% | $4,236+20.2% | $5,850-12.9% |
| Admin fee / account holder | $57 | $7,079-99.2% | $5,794-99.0% | $11,596-99.5% |