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 | $88,350 | $106,543-17.1% | $91,220-3.1% | $134,475-34.3% |
| Participation rate | 69.2% | 76.8%-7.6pp | 73.2%-4.0pp | 81.2%-12.0pp |
| Annual return | -18.57% | 160.60%-179.2pp | 114.01%-132.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,738 | $3,331-47.8% | $2,850-39.0% | $4,740-63.3% |
| Participant deferral / active EE | $5,604 | $4,719+18.8% | $4,234+32.4% | $6,400-12.4% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |