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 9-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 | $170,684 | $84,402+102.2% | $61,373+178.1% | $134,475+26.9% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -19.80% | 584.55%-604.3pp | 338.61%-358.4pp | 417.96%-437.8pp |
| Employer contribution / active EE | $728 | $1,544-52.9% | $1,159-37.2% | $4,740-84.6% |
| Participant deferral / active EE | $4,934 | $2,819+75.0% | $2,125+132.2% | $6,400-22.9% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |