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 | $99,578 | $106,543-6.5% | $91,220+9.2% | $134,475-26.0% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | -13.74% | 160.60%-174.3pp | 114.01%-127.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $1,487 | $3,331-55.3% | $2,850-47.8% | $4,740-68.6% |
| Participant deferral / active EE | $4,243 | $4,719-10.1% | $4,234+0.2% | $6,400-33.7% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |