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 | $113,528 | $84,695+34.0% | $73,843+53.7% | $125,391-9.5% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | -2.29% | 3123.53%-3125.8pp | 2267.84%-2270.1pp | 282.22%-284.5pp |
| Employer contribution / active EE | $4,162 | $3,123+33.3% | $2,787+49.3% | $4,866-14.5% |
| Participant deferral / active EE | $7,183 | $3,992+79.9% | $3,583+100.5% | $5,352+34.2% |
| Admin fee / account holder | $237 | $5,691-95.8% | $4,880-95.1% | $9,540-97.5% |