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 9-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 | $30,150 | $150,440-80.0% | $136,294-77.9% | $147,584-79.6% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 12.64% | 1049.08%-1036.4pp | 5155.94%-5143.3pp | 578.55%-565.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,288 | $6,630-50.4% | $6,247-47.4% | $5,439-39.6% |
| Admin fee / account holder | $159 | $10,905-98.5% | $9,243-98.3% | $10,885-98.5% |