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 | $138,959 | $70,756+96.4% | $65,493+112.2% | $142,382-2.4% |
| Participation rate | 28.6% | 77.4%-48.8pp | 73.1%-44.5pp | 80.1%-51.5pp |
| Annual return | 21.52% | 1754.89%-1733.4pp | 982.45%-960.9pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,723 | $2,881-40.2% | $2,574-33.1% | $4,299-59.9% |
| Participant deferral / active EE | $5,657 | $4,637+22.0% | $3,961+42.8% | $6,507-13.1% |
| Admin fee / account holder | $20 | $6,559-99.7% | $5,028-99.6% | $12,624-99.8% |