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 6-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 | $69,129 | $88,751-22.1% | $81,812-15.5% | $145,922-52.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 14.67% | 1025.40%-1010.7pp | 773.79%-759.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,680 | $3,083-45.5% | $2,912-42.3% | $4,660-64.0% |
| Participant deferral / active EE | $2,099 | $4,643-54.8% | $4,319-51.4% | $6,688-68.6% |
| Admin fee / account holder | $251 | $8,415-97.0% | $7,386-96.6% | $13,397-98.1% |