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 | $46,705 | $96,305-51.5% | $80,569-42.0% | $139,434-66.5% |
| Participation rate | 37.5% | 73.6%-36.1pp | 67.0%-29.5pp | 80.3%-42.8pp |
| Annual return | 15.51% | 1350.08%-1334.6pp | 935.43%-919.9pp | 372.94%-357.4pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $5,232-100.0% | $4,447-100.0% | $6,710-100.0% |
| Admin fee / account holder | $43 | $6,599-99.4% | $5,377-99.2% | $11,403-99.6% |