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 | $112,944 | $95,971+17.7% | $74,550+51.5% | $135,375-16.6% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -5.89% | 56.96%-62.9pp | 32.53%-38.4pp | 519.73%-525.6pp |
| Employer contribution / active EE | $881 | $2,716-67.6% | $1,961-55.1% | $4,779-81.6% |
| Participant deferral / active EE | $6,890 | $3,843+79.3% | $3,108+121.7% | $5,609+22.8% |
| Admin fee / account holder | $8 | $6,522-99.9% | $5,060-99.8% | $10,827-99.9% |