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 | $75,653 | $108,642-30.4% | $74,701+1.3% | $152,861-50.5% |
| Participation rate | 21.4% | 65.3%-43.9pp | 54.5%-33.0pp | 82.4%-61.0pp |
| Annual return | 103.77% | 114.06%-10.3pp | 752.92%-649.1pp | 345.32%-241.5pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $1,084-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $120 | $2,712-95.6% | $1,964-93.9% | $5,850-97.9% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |