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 | $122,934 | $138,065-11.0% | $123,544-0.5% | $135,375-9.2% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -7.36% | 153.68%-161.0pp | 119.20%-126.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $3,990 | $5,151-22.5% | $4,628-13.8% | $4,779-16.5% |
| Participant deferral / active EE | $9,351 | $6,799+37.5% | $6,426+45.5% | $5,609+66.7% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |