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 | $92,317 | $27,641+234.0% | $61,373+50.4% | $68,494+34.8% |
| Participation rate | 22.2% | 39.5%-17.3pp | 52.6%-30.3pp | 67.9%-45.7pp |
| Annual return | -19.35% | -13.24%-6.1pp | 338.61%-358.0pp | -7.84%-11.5pp |
| Employer contribution / active EE | $857 | $695+23.2% | $1,159-26.1% | $2,596-67.0% |
| Participant deferral / active EE | $2,866 | $1,263+126.9% | $2,125+34.9% | $4,027-28.8% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |