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 7-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 | $70,157 | $185,200-62.1% | $142,863-50.9% | $167,490-58.1% |
| Participation rate | 66.7% | 78.4%-11.8pp | 71.9%-5.3pp | 82.1%-15.4pp |
| Annual return | 13.68% | 8555.70%-8542.0pp | 5637.54%-5623.9pp | 478.56%-464.9pp |
| Employer contribution / active EE | $5,469 | $5,604-2.4% | $4,144+32.0% | $4,837+13.1% |
| Participant deferral / active EE | $13,000 | $4,494+189.3% | $3,837+238.8% | $6,341+105.0% |
| Admin fee / account holder | $20 | $8,031-99.8% | $6,560-99.7% | $12,309-99.8% |