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 | $49,832 | $180,449-72.4% | $154,107-67.7% | $135,375-63.2% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -7.13% | 888.09%-895.2pp | 735.12%-742.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $3,582 | $6,035-40.7% | $5,298-32.4% | $4,779-25.1% |
| Participant deferral / active EE | $9,000 | $5,806+55.0% | $5,081+77.1% | $5,609+60.5% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |