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 | $50,762 | $70,756-28.3% | $65,493-22.5% | $142,382-64.3% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 81.77% | 1754.89%-1673.1pp | 982.45%-900.7pp | 217.08%-135.3pp |
| Employer contribution / active EE | $3,383 | $2,881+17.5% | $2,574+31.4% | $4,299-21.3% |
| Participant deferral / active EE | $5,800 | $4,637+25.1% | $3,961+46.4% | $6,507-10.9% |
| Admin fee / account holder | $36 | $6,559-99.5% | $5,028-99.3% | $12,624-99.7% |