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 | $58,606 | $88,751-34.0% | $81,812-28.4% | $145,922-59.8% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.3%-39.0pp | 80.3%-46.9pp |
| Annual return | 14.68% | 1025.40%-1010.7pp | 773.79%-759.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $743 | $3,083-75.9% | $2,912-74.5% | $4,660-84.0% |
| Participant deferral / active EE | $2,726 | $4,643-41.3% | $4,319-36.9% | $6,688-59.2% |
| Admin fee / account holder | $146 | $8,415-98.3% | $7,386-98.0% | $13,397-98.9% |