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 | $6,381 | $118,427-94.6% | $66,042-90.3% | $142,382-95.5% |
| Participation rate | 0.0% | 68.1%-68.1pp | 67.5%-67.5pp | 80.1%-80.1pp |
| Annual return | 13.53% | 35.57%-22.0pp | 52.11%-38.6pp | 217.08%-203.5pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $4,311-100.0% | $2,835-100.0% | $6,507-100.0% |
| Admin fee / account holder | $4 | $9,593-100.0% | $5,747-99.9% | $12,624-100.0% |