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 | $142,577 | $127,100+12.2% | $105,738+34.8% | $135,375+5.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 76.3%-26.3pp | 82.6%-32.6pp |
| Annual return | -0.72% | 4.49%-5.2pp | 6.27%-7.0pp | 519.73%-520.5pp |
| Employer contribution / active EE | $6,808 | $4,107+65.8% | $3,268+108.3% | $4,779+42.5% |
| Participant deferral / active EE | $12,000 | $5,064+136.9% | $4,080+194.1% | $5,609+114.0% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |