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 4-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 | $132,474 | $80,717+64.1% | $154,803-14.4% | $84,808+56.2% |
| Participation rate | 29.0% | 66.8%-37.8pp | 78.1%-49.0pp | 68.3%-39.3pp |
| Annual return | 328.15% | 37.96%+290.2pp | 58.88%+269.3pp | 40.90%+287.3pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,036 | $3,303+22.2% | $5,540-27.1% | $4,212-4.2% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |