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 | $30,998 | $105,998-70.8% | $92,233-66.4% | $147,584-79.0% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 25.28% | 50.05%-24.8pp | 176.28%-151.0pp | 578.55%-553.3pp |
| Employer contribution / active EE | $1,882 | $4,333-56.6% | $3,679-48.8% | $4,876-61.4% |
| Participant deferral / active EE | $6,510 | $4,478+45.4% | $3,897+67.1% | $5,439+19.7% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |