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 | $87,194 | $202,318-56.9% | $172,739-49.5% | $152,861-43.0% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 26.40% | 1029.65%-1003.3pp | 802.84%-776.4pp | 345.32%-318.9pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,325 | $5,948+40.0% | $5,198+60.2% | $5,850+42.3% |
| Admin fee / account holder | $127 | $17,109-99.3% | $13,954-99.1% | $11,596-98.9% |