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 | $64,000 | $110,502-42.1% | $80,716-20.7% | $167,490-61.8% |
| Participation rate | 50.0% | 64.0%-14.0pp | 54.2%-4.2pp | 82.1%-32.1pp |
| Annual return | 42.22% | 120.54%-78.3pp | 87.28%-45.1pp | 478.56%-436.3pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $2,146-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |