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 7-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 | $59,291 | $100,852-41.2% | $90,404-34.4% | $158,922-62.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 38.09% | 1724.20%-1686.1pp | 1293.02%-1254.9pp | 302.83%-264.7pp |
| Employer contribution / active EE | $13,271 | $3,689+259.8% | $3,262+306.8% | $4,761+178.7% |
| Participant deferral / active EE | $6,874 | $4,348+58.1% | $3,963+73.4% | $5,982+14.9% |
| Admin fee / account holder | $32 | $6,501-99.5% | $5,611-99.4% | $11,246-99.7% |