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 | $163,438 | $92,703+76.3% | $82,719+97.6% | $134,475+21.5% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -14.12% | 944.92%-959.0pp | 701.18%-715.3pp | 417.96%-432.1pp |
| Employer contribution / active EE | $3,040 | $3,274-7.1% | $3,009+1.0% | $4,740-35.9% |
| Participant deferral / active EE | $1,767 | $4,802-63.2% | $4,395-59.8% | $6,400-72.4% |
| Admin fee / account holder | $12 | $5,983-99.8% | $5,329-99.8% | $11,426-99.9% |