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 | $133,088 | $90,600+46.9% | $79,464+67.5% | $135,375-1.7% |
| Participation rate | 20.0% | 76.0%-56.0pp | 73.3%-53.3pp | 82.6%-62.6pp |
| Annual return | -2.44% | 977.43%-979.9pp | 718.14%-720.6pp | 519.73%-522.2pp |
| Employer contribution / active EE | $450 | $3,068-85.3% | $2,800-83.9% | $4,779-90.6% |
| Participant deferral / active EE | $3,700 | $4,050-8.6% | $3,704-0.1% | $5,609-34.0% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |