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 | $99,166 | $100,852-1.7% | $90,404+9.7% | $158,922-37.6% |
| Participation rate | 11.8% | 75.0%-63.3pp | 72.7%-60.9pp | 82.0%-70.2pp |
| Annual return | 36.21% | 1724.20%-1688.0pp | 1293.02%-1256.8pp | 302.83%-266.6pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $767 | $4,348-82.4% | $3,963-80.7% | $5,982-87.2% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |