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 4-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 | $122,001 | $69,207+76.3% | $64,056+90.5% | $139,434-12.5% |
| Participation rate | 0.0% | 75.6%-75.6pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 20.59% | 45.88%-25.3pp | 33.69%-13.1pp | 372.94%-352.4pp |
| Employer contribution / active EE | $3,059 | $3,182-3.9% | $2,747+11.4% | $4,751-35.6% |
| Participant deferral / active EE | $7,951 | $4,682+69.8% | $3,880+104.9% | $6,710+18.5% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |