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 | $119,317 | $135,635-12.0% | $110,238+8.2% | $135,375-11.9% |
| Participation rate | 63.6% | 83.5%-19.8pp | 79.8%-16.2pp | 82.6%-19.0pp |
| Annual return | -6.73% | 513.19%-519.9pp | 314.74%-321.5pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,301 | $4,906-73.5% | $3,826-66.0% | $4,779-72.8% |
| Participant deferral / active EE | $3,635 | $5,506-34.0% | $4,672-22.2% | $5,609-35.2% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |