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 | $128,132 | $138,065-7.2% | $123,544+3.7% | $135,375-5.4% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -8.60% | 153.68%-162.3pp | 119.20%-127.8pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,536 | $5,151-70.2% | $4,628-66.8% | $4,779-67.9% |
| Participant deferral / active EE | $8,991 | $6,799+32.2% | $6,426+39.9% | $5,609+60.3% |
| Admin fee / account holder | -$138 | $10,916-101.3% | $9,284-101.5% | $10,827-101.3% |