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 | $75,824 | $176,662-57.1% | $130,648-42.0% | $152,861-50.4% |
| Participation rate | 14.3% | 79.0%-64.7pp | 71.7%-57.5pp | 82.4%-68.2pp |
| Annual return | 20.28% | 2692.24%-2672.0pp | 1708.96%-1688.7pp | 345.32%-325.0pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $792 | $4,361-81.8% | $3,603-78.0% | $5,850-86.5% |
| Admin fee / account holder | $91 | $7,133-98.7% | $5,464-98.3% | $11,596-99.2% |