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 | $142,995 | $74,888+90.9% | $71,209+100.8% | $142,382+0.4% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 8967.05% | 345.14%+8621.9pp | 282.51%+8684.5pp | 217.08%+8750.0pp |
| Employer contribution / active EE | $1,727 | $2,854-39.5% | $2,721-36.5% | $4,299-59.8% |
| Participant deferral / active EE | $7,625 | $4,454+71.2% | $4,175+82.6% | $6,507+17.2% |
| Admin fee / account holder | $270 | $5,568-95.2% | $5,349-95.0% | $12,624-97.9% |