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 | $12,050 | $158,398-92.4% | $126,539-90.5% | $142,382-91.5% |
| Participation rate | 0.0% | 75.8%-75.8pp | 69.8%-69.8pp | 80.1%-80.1pp |
| Annual return | 11.86% | 593.76%-581.9pp | 425.95%-414.1pp | 217.08%-205.2pp |
| Employer contribution / active EE | $60 | $4,650-98.7% | $3,674-98.4% | $4,299-98.6% |
| Participant deferral / active EE | $1,058 | $4,767-77.8% | $4,083-74.1% | $6,507-83.7% |
| Admin fee / account holder | $75 | $6,918-98.9% | $6,065-98.8% | $12,624-99.4% |