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 | $133,384 | $168,632-20.9% | $147,614-9.6% | $125,391+6.4% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -1.00% | 77.65%-78.6pp | 61.98%-63.0pp | 282.22%-283.2pp |
| Employer contribution / active EE | $11,980 | $6,252+91.6% | $5,564+115.3% | $4,866+146.2% |
| Participant deferral / active EE | $3,464 | $5,507-37.1% | $4,895-29.2% | $5,352-35.3% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |