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 | $83,158 | $111,724-25.6% | $93,606-11.2% | $145,922-43.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 1018.19% | 202.98%+815.2pp | 133.20%+885.0pp | 561.29%+456.9pp |
| Employer contribution / active EE | $2,948 | $3,090-4.6% | $2,420+21.8% | $4,660-36.7% |
| Participant deferral / active EE | $7,310 | $4,912+48.8% | $4,411+65.7% | $6,688+9.3% |
| Admin fee / account holder | $40 | $10,250-99.6% | $8,285-99.5% | $13,397-99.7% |