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 | $67,164 | $91,538-26.6% | $129,995-48.3% | $75,163-10.6% |
| Participation rate | 0.0% | 71.4%-71.4pp | 78.5%-78.5pp | 67.2%-67.2pp |
| Annual return | 18.62% | -631.11%+649.7pp | -137.18%+155.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,546 | $2,845-45.7% | $4,320-64.2% | $2,670-42.1% |
| Participant deferral / active EE | $9,861 | $4,341+127.2% | $5,820+69.4% | $4,125+139.0% |
| Admin fee / account holder | $110 | $6,790-98.4% | $10,614-99.0% | $5,651-98.1% |