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 | $56,707 | $100,852-43.8% | $90,404-37.3% | $158,922-64.3% |
| Participation rate | 64.7% | 75.0%-10.3pp | 72.7%-8.0pp | 82.0%-17.3pp |
| Annual return | 14.53% | 1724.20%-1709.7pp | 1293.02%-1278.5pp | 302.83%-288.3pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,094 | $4,348-28.8% | $3,963-21.9% | $5,982-48.3% |
| Admin fee / account holder | $215 | $6,501-96.7% | $5,611-96.2% | $11,246-98.1% |