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 | $167,665 | $201,272-16.7% | $184,203-9.0% | $145,922+14.9% |
| Participation rate | 37.5% | 87.5%-50.0pp | 86.8%-49.3pp | 80.3%-42.8pp |
| Annual return | 140.89% | 29.00%+111.9pp | 28.81%+112.1pp | 561.29%-420.4pp |
| Employer contribution / active EE | $3,810 | $7,022-45.7% | $6,427-40.7% | $4,660-18.2% |
| Participant deferral / active EE | $11,823 | $9,806+20.6% | $9,131+29.5% | $6,688+76.8% |
| Admin fee / account holder | $189 | $16,364-98.8% | $13,901-98.6% | $13,397-98.6% |