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 | $64,134 | $73,515-12.8% | $62,995+1.8% | $147,584-56.5% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.8%-74.8pp | 82.8%-82.8pp |
| Annual return | 20.39% | 175.43%-155.0pp | 87.57%-67.2pp | 578.55%-558.2pp |
| Employer contribution / active EE | $1,053 | $3,320-68.3% | $2,759-61.9% | $4,876-78.4% |
| Participant deferral / active EE | $11,497 | $4,185+174.7% | $3,329+245.3% | $5,439+111.4% |
| Admin fee / account holder | $30 | $5,953-99.5% | $3,600-99.2% | $10,885-99.7% |