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 | $110,600 | $84,402+31.0% | $61,373+80.2% | $134,475-17.8% |
| Participation rate | 40.0% | 62.2%-22.2pp | 52.6%-12.6pp | 81.2%-41.2pp |
| Annual return | -19.16% | 584.55%-603.7pp | 338.61%-357.8pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,011 | $1,544-34.5% | $1,159-12.8% | $4,740-78.7% |
| Participant deferral / active EE | $6,410 | $2,819+127.4% | $2,125+201.7% | $6,400+0.2% |
| Admin fee / account holder | $60 | $2,585-97.7% | $2,130-97.2% | $11,426-99.5% |