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 | $80,869 | $180,449-55.2% | $154,107-47.5% | $135,375-40.3% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -4.76% | 888.09%-892.9pp | 735.12%-739.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,020 | $6,035-66.5% | $5,298-61.9% | $4,779-57.7% |
| Participant deferral / active EE | $3,144 | $5,806-45.8% | $5,081-38.1% | $5,609-43.9% |
| Admin fee / account holder | $1 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |