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 | $89,485 | $67,331+32.9% | $60,874+47.0% | $134,475-33.5% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | -19.43% | 49.93%-69.4pp | 16.90%-36.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,333 | $3,096-56.9% | $2,701-50.6% | $4,740-71.9% |
| Participant deferral / active EE | $1,500 | $4,538-66.9% | $3,817-60.7% | $6,400-76.6% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |