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 | $132,622 | $70,606+87.8% | $53,898+146.1% | $142,382-6.9% |
| Participation rate | 18.8% | 63.7%-45.0pp | 55.0%-36.2pp | 80.1%-61.4pp |
| Annual return | 17.71% | 619.81%-602.1pp | 528.60%-510.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,130 | $1,202-6.0% | $932+21.3% | $4,299-73.7% |
| Participant deferral / active EE | $3,019 | $2,364+27.7% | $1,826+65.3% | $6,507-53.6% |
| Admin fee / account holder | $62 | $2,852-97.8% | $2,491-97.5% | $12,624-99.5% |