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 | $123,454 | $180,449-31.6% | $154,107-19.9% | $135,375-8.8% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -6.55% | 888.09%-894.6pp | 735.12%-741.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,386 | $6,035-77.0% | $5,298-73.8% | $4,779-71.0% |
| Participant deferral / active EE | $5,385 | $5,806-7.3% | $5,081+6.0% | $5,609-4.0% |
| Admin fee / account holder | $94 | $16,143-99.4% | $13,411-99.3% | $10,827-99.1% |