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 | $166,624 | $84,695+96.7% | $73,843+125.6% | $125,391+32.9% |
| Participation rate | 42.9% | 76.8%-33.9pp | 73.4%-30.6pp | 83.2%-40.3pp |
| Annual return | -1.26% | 3123.53%-3124.8pp | 2267.84%-2269.1pp | 282.22%-283.5pp |
| Employer contribution / active EE | $2,036 | $3,123-34.8% | $2,787-27.0% | $4,866-58.2% |
| Participant deferral / active EE | $4,178 | $3,992+4.7% | $3,583+16.6% | $5,352-21.9% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |