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 | $124,445 | $90,600+37.4% | $79,464+56.6% | $135,375-8.1% |
| Participation rate | 57.1% | 76.0%-18.9pp | 73.3%-16.2pp | 82.6%-25.5pp |
| Annual return | -5.33% | 977.43%-982.8pp | 718.14%-723.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,725 | $3,068-11.2% | $2,800-2.7% | $4,779-43.0% |
| Participant deferral / active EE | $8,295 | $4,050+104.8% | $3,704+123.9% | $5,609+47.9% |
| Admin fee / account holder | $10 | $5,907-99.8% | $5,113-99.8% | $10,827-99.9% |