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 | $83,952 | $202,318-58.5% | $172,739-51.4% | $152,861-45.1% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.4%-49.1pp |
| Annual return | 20.39% | 1029.65%-1009.3pp | 802.84%-782.5pp | 345.32%-324.9pp |
| Employer contribution / active EE | $3,457 | $5,856-41.0% | $5,143-32.8% | $4,762-27.4% |
| Participant deferral / active EE | $2,832 | $5,948-52.4% | $5,198-45.5% | $5,850-51.6% |
| Admin fee / account holder | $6 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |