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 4-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 | $20,254 | $77,899-74.0% | $149,673-86.5% | $75,163-73.1% |
| Participation rate | 69.8% | 65.6%+4.2pp | 78.8%-9.0pp | 67.2%+2.6pp |
| Annual return | 8221.41% | 31.72%+8189.7pp | 134.42%+8087.0pp | 160.62%+8060.8pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,008 | $3,411+76.1% | $5,680+5.8% | $4,125+45.6% |
| Admin fee / account holder | $282 | $5,956-95.3% | $13,210-97.9% | $5,651-95.0% |