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 7-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 | $92,961 | $202,318-54.1% | $172,739-46.2% | $152,861-39.2% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.4%-82.4pp |
| Annual return | 28.58% | 1029.65%-1001.1pp | 802.84%-774.3pp | 345.32%-316.7pp |
| Employer contribution / active EE | $18,714 | $5,856+219.6% | $5,143+263.9% | $4,762+293.0% |
| Participant deferral / active EE | $12,250 | $5,948+106.0% | $5,198+135.7% | $5,850+109.4% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |