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 3-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 | $68,580 | $70,606-2.9% | $53,898+27.2% | $142,382-51.8% |
| Participation rate | 14.3% | 63.7%-49.4pp | 55.0%-40.7pp | 80.1%-65.8pp |
| Annual return | 23.04% | 619.81%-596.8pp | 528.60%-505.6pp | 217.08%-194.0pp |
| Employer contribution / active EE | $514 | $1,202-57.2% | $932-44.8% | $4,299-88.0% |
| Participant deferral / active EE | $2,410 | $2,364+1.9% | $1,826+31.9% | $6,507-63.0% |
| Admin fee / account holder | $267 | $2,852-90.6% | $2,491-89.3% | $12,624-97.9% |