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 | $162,603 | $92,703+75.4% | $82,719+96.6% | $134,475+20.9% |
| Participation rate | 44.4% | 75.2%-30.7pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -9.32% | 944.92%-954.2pp | 701.18%-710.5pp | 417.96%-427.3pp |
| Employer contribution / active EE | $1,396 | $3,274-57.4% | $3,009-53.6% | $4,740-70.5% |
| Participant deferral / active EE | $5,795 | $4,802+20.7% | $4,395+31.8% | $6,400-9.5% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |