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 | $18,337 | $88,751-79.3% | $81,812-77.6% | $145,922-87.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 25.80% | 1025.40%-999.6pp | 773.79%-748.0pp | 561.29%-535.5pp |
| Employer contribution / active EE | $3,403 | $3,083+10.4% | $2,912+16.8% | $4,660-27.0% |
| Participant deferral / active EE | $5,333 | $4,643+14.9% | $4,319+23.5% | $6,688-20.3% |
| Admin fee / account holder | $16 | $8,415-99.8% | $7,386-99.8% | $13,397-99.9% |