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 | $43,500 | $176,662-75.4% | $130,648-66.7% | $152,861-71.5% |
| Participation rate | 45.0% | 79.0%-34.0pp | 71.7%-26.7pp | 82.4%-37.4pp |
| Annual return | 23.08% | 2692.24%-2669.2pp | 1708.96%-1685.9pp | 345.32%-322.2pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,237 | $4,361-71.6% | $3,603-65.7% | $5,850-78.9% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |