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 | $61,081 | $100,852-39.4% | $90,404-32.4% | $158,922-61.6% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 35.35% | 1724.20%-1688.9pp | 1293.02%-1257.7pp | 302.83%-267.5pp |
| Employer contribution / active EE | $333 | $3,689-91.0% | $3,262-89.8% | $4,761-93.0% |
| Participant deferral / active EE | $1,829 | $4,348-57.9% | $3,963-53.9% | $5,982-69.4% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |