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 | $48,628 | $99,020-50.9% | $86,590-43.8% | $147,584-67.1% |
| Participation rate | 13.3% | 76.3%-63.0pp | 73.5%-60.2pp | 82.8%-69.5pp |
| Annual return | 14.99% | 1312.34%-1297.3pp | 964.84%-949.9pp | 578.55%-563.6pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $864 | $3,972-78.2% | $3,609-76.1% | $5,439-84.1% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |