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 5-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 | $71,838 | $159,901-55.1% | $146,958-51.1% | $145,922-50.8% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 20.97% | 98.13%-77.2pp | 418.34%-397.4pp | 561.29%-540.3pp |
| Employer contribution / active EE | $2,730 | $5,286-48.4% | $4,933-44.7% | $4,660-41.4% |
| Participant deferral / active EE | $7,500 | $8,428-11.0% | $8,070-7.1% | $6,688+12.1% |
| Admin fee / account holder | $294 | $15,044-98.0% | $12,998-97.7% | $13,397-97.8% |