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 9-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 | $39,950 | $232,540-82.8% | $185,117-78.4% | $147,584-72.9% |
| Participation rate | 6.7% | 82.4%-75.7pp | 77.3%-70.6pp | 82.8%-76.2pp |
| Annual return | 29.40% | 43.03%-13.6pp | 40.50%-11.1pp | 578.55%-549.1pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,200 | $5,834-79.4% | $5,045-76.2% | $5,439-77.9% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |