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 10-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 | $80,882 | $176,662-54.2% | $130,648-38.1% | $152,861-47.1% |
| Participation rate | 4.5% | 79.0%-74.4pp | 71.7%-67.2pp | 82.4%-77.9pp |
| Annual return | 26.14% | 2692.24%-2666.1pp | 1708.96%-1682.8pp | 345.32%-319.2pp |
| Employer contribution / active EE | $298 | $5,742-94.8% | $4,092-92.7% | $4,762-93.7% |
| Participant deferral / active EE | $373 | $4,361-91.5% | $3,603-89.7% | $5,850-93.6% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |