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 | $111,722 | $92,703+20.5% | $82,719+35.1% | $134,475-16.9% |
| Participation rate | 55.0% | 75.2%-20.2pp | 72.6%-17.6pp | 81.2%-26.2pp |
| Annual return | -15.59% | 944.92%-960.5pp | 701.18%-716.8pp | 417.96%-433.6pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,710 | $4,802-22.7% | $4,395-15.6% | $6,400-42.0% |
| Admin fee / account holder | $116 | $5,983-98.1% | $5,329-97.8% | $11,426-99.0% |