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 | $100,925 | $97,757+3.2% | $83,848+20.4% | $135,375-25.4% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -6.58% | 1287.37%-1294.0pp | 850.88%-857.5pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,232 | $4,222-70.8% | $3,631-66.1% | $4,779-74.2% |
| Participant deferral / active EE | $2,418 | $4,682-48.4% | $4,082-40.8% | $5,609-56.9% |
| Admin fee / account holder | -$187 | $6,674-102.8% | $5,478-103.4% | $10,827-101.7% |