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 | $120,798 | $133,958-9.8% | $112,228+7.6% | $134,475-10.2% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -16.95% | 47.11%-64.1pp | 27.45%-44.4pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,163 | $4,038-71.2% | $3,635-68.0% | $4,740-75.5% |
| Participant deferral / active EE | $3,224 | $5,291-39.1% | $4,728-31.8% | $6,400-49.6% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |