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 | $73,060 | $202,318-63.9% | $172,739-57.7% | $152,861-52.2% |
| Participation rate | 27.3% | 87.1%-59.8pp | 82.6%-55.4pp | 82.4%-55.2pp |
| Annual return | 37.24% | 1029.65%-992.4pp | 802.84%-765.6pp | 345.32%-308.1pp |
| Employer contribution / active EE | $1,821 | $5,856-68.9% | $5,143-64.6% | $4,762-61.8% |
| Participant deferral / active EE | $4,114 | $5,948-30.8% | $5,198-20.8% | $5,850-29.7% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |