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 | $69,615 | $70,606-1.4% | $53,898+29.2% | $142,382-51.1% |
| Participation rate | 13.0% | 63.7%-50.7pp | 55.0%-41.9pp | 80.1%-67.1pp |
| Annual return | 25.33% | 619.81%-594.5pp | 528.60%-503.3pp | 217.08%-191.7pp |
| Employer contribution / active EE | $666 | $1,202-44.6% | $932-28.5% | $4,299-84.5% |
| Participant deferral / active EE | $2,139 | $2,364-9.5% | $1,826+17.1% | $6,507-67.1% |
| Admin fee / account holder | $157 | $2,852-94.5% | $2,491-93.7% | $12,624-98.8% |