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 | $95,288 | $95,971-0.7% | $74,550+27.8% | $135,375-29.6% |
| Participation rate | 46.2% | 75.7%-29.5pp | 69.1%-23.0pp | 82.6%-36.5pp |
| Annual return | -8.49% | 56.96%-65.5pp | 32.53%-41.0pp | 519.73%-528.2pp |
| Employer contribution / active EE | $392 | $2,716-85.6% | $1,961-80.0% | $4,779-91.8% |
| Participant deferral / active EE | $1,985 | $3,843-48.4% | $3,108-36.1% | $5,609-64.6% |
| Admin fee / account holder | $277 | $6,522-95.8% | $5,060-94.5% | $10,827-97.4% |