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 | $79,999 | $185,200-56.8% | $142,863-44.0% | $167,490-52.2% |
| Participation rate | 33.3% | 78.4%-45.1pp | 71.9%-38.6pp | 82.1%-48.8pp |
| Annual return | 9.43% | 8555.70%-8546.3pp | 5637.54%-5628.1pp | 478.56%-469.1pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,755 | $4,494-38.7% | $3,837-28.2% | $6,341-56.5% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |