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 3-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 | $39,843 | $109,982-63.8% | $97,226-59.0% | $145,922-72.7% |
| Participation rate | 0.0% | 75.9%-75.9pp | 72.7%-72.7pp | 80.3%-80.3pp |
| Annual return | 14.96% | 242.90%-227.9pp | 75.13%-60.2pp | 561.29%-546.3pp |
| Employer contribution / active EE | $6,210 | $3,084+101.4% | $2,729+127.6% | $4,660+33.3% |
| Participant deferral / active EE | $20,000 | $4,676+327.7% | $4,264+369.1% | $6,688+199.1% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |