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 | $85,089 | $100,852-15.6% | $90,404-5.9% | $158,922-46.5% |
| Participation rate | 12.5% | 75.0%-62.5pp | 72.7%-60.2pp | 82.0%-69.5pp |
| Annual return | 21.46% | 1724.20%-1702.7pp | 1293.02%-1271.6pp | 302.83%-281.4pp |
| Employer contribution / active EE | $293 | $3,689-92.1% | $3,262-91.0% | $4,761-93.9% |
| Participant deferral / active EE | $2,438 | $4,348-43.9% | $3,963-38.5% | $5,982-59.3% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |