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 | $111,796 | $84,695+32.0% | $73,843+51.4% | $125,391-10.8% |
| Participation rate | 23.5% | 76.8%-53.2pp | 73.4%-49.9pp | 83.2%-59.7pp |
| Annual return | -2.10% | 3123.53%-3125.6pp | 2267.84%-2269.9pp | 282.22%-284.3pp |
| Employer contribution / active EE | $768 | $3,123-75.4% | $2,787-72.5% | $4,866-84.2% |
| Participant deferral / active EE | $1,531 | $3,992-61.7% | $3,583-57.3% | $5,352-71.4% |
| Admin fee / account holder | $4 | $5,691-99.9% | $4,880-99.9% | $9,540-100.0% |