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 | $183,469 | $138,065+32.9% | $123,544+48.5% | $135,375+35.5% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -7.86% | 153.68%-161.5pp | 119.20%-127.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,560 | $5,151-69.7% | $4,628-66.3% | $4,779-67.4% |
| Participant deferral / active EE | $8,655 | $6,799+27.3% | $6,426+34.7% | $5,609+54.3% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |