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 | $151,274 | $190,805-20.7% | $159,960-5.4% | $134,475+12.5% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -17.67% | 552.23%-569.9pp | 408.60%-426.3pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,277 | $4,995-74.4% | $4,226-69.8% | $4,740-73.1% |
| Participant deferral / active EE | $3,727 | $6,923-46.2% | $6,182-39.7% | $6,400-41.8% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |