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 | $30,103 | $148,534-79.7% | $135,903-77.8% | $139,434-78.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 648.77% | 79.19%+569.6pp | 68.23%+580.5pp | 372.94%+275.8pp |
| Employer contribution / active EE | $2,704 | $5,243-48.4% | $4,856-44.3% | $4,751-43.1% |
| Participant deferral / active EE | $5,361 | $8,100-33.8% | $7,758-30.9% | $6,710-20.1% |
| Admin fee / account holder | $26 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |