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 | $96,152 | $84,695+13.5% | $73,843+30.2% | $125,391-23.3% |
| Participation rate | 35.7% | 76.8%-41.0pp | 73.4%-37.7pp | 83.2%-47.5pp |
| Annual return | -0.27% | 3123.53%-3123.8pp | 2267.84%-2268.1pp | 282.22%-282.5pp |
| Employer contribution / active EE | $374 | $3,123-88.0% | $2,787-86.6% | $4,866-92.3% |
| Participant deferral / active EE | $2,698 | $3,992-32.4% | $3,583-24.7% | $5,352-49.6% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |