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 | $239,973 | $101,069+137.4% | $81,478+194.5% | $147,584+62.6% |
| Participation rate | 0.0% | 74.5%-74.5pp | 68.0%-68.0pp | 82.8%-82.8pp |
| Annual return | 15.93% | 32.40%-16.5pp | 38.78%-22.9pp | 578.55%-562.6pp |
| Employer contribution / active EE | $3,966 | $3,205+23.7% | $2,568+54.5% | $4,876-18.7% |
| Participant deferral / active EE | $16,800 | $4,242+296.1% | $3,537+375.0% | $5,439+208.9% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |