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 | $61,837 | $88,751-30.3% | $81,812-24.4% | $145,922-57.6% |
| Participation rate | 58.3% | 75.0%-16.7pp | 72.3%-14.0pp | 80.3%-21.9pp |
| Annual return | 13.35% | 1025.40%-1012.1pp | 773.79%-760.4pp | 561.29%-547.9pp |
| Employer contribution / active EE | $3,156 | $3,083+2.4% | $2,912+8.4% | $4,660-32.3% |
| Participant deferral / active EE | $9,933 | $4,643+113.9% | $4,319+130.0% | $6,688+48.5% |
| Admin fee / account holder | $36 | $8,415-99.6% | $7,386-99.5% | $13,397-99.7% |