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 | $22,036 | $183,519-88.0% | $155,509-85.8% | $145,922-84.9% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 11.54% | 61.17%-49.6pp | 64.67%-53.1pp | 561.29%-549.7pp |
| Employer contribution / active EE | $4,236 | $5,313-20.3% | $4,672-9.3% | $4,660-9.1% |
| Participant deferral / active EE | $7,293 | $6,462+12.9% | $5,626+29.6% | $6,688+9.1% |
| Admin fee / account holder | $149 | $19,313-99.2% | $15,912-99.1% | $13,397-98.9% |