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 | $167,640 | $90,600+85.0% | $79,464+111.0% | $135,375+23.8% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -5.84% | 977.43%-983.3pp | 718.14%-724.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $840 | $3,068-72.6% | $2,800-70.0% | $4,779-82.4% |
| Participant deferral / active EE | $12,250 | $4,050+202.4% | $3,704+230.7% | $5,609+118.4% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |