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 | $84,598 | $84,695-0.1% | $73,843+14.6% | $125,391-32.5% |
| Participation rate | 23.5% | 76.8%-53.2pp | 73.4%-49.9pp | 83.2%-59.7pp |
| Annual return | -1.06% | 3123.53%-3124.6pp | 2267.84%-2268.9pp | 282.22%-283.3pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,971 | $3,992-0.5% | $3,583+10.8% | $5,352-25.8% |
| Admin fee / account holder | $251 | $5,691-95.6% | $4,880-94.9% | $9,540-97.4% |