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 | $182,998 | $84,402+116.8% | $61,373+198.2% | $134,475+36.1% |
| Participation rate | 7.7% | 62.2%-54.5pp | 52.6%-44.9pp | 81.2%-73.5pp |
| Annual return | -14.87% | 584.55%-599.4pp | 338.61%-353.5pp | 417.96%-432.8pp |
| Employer contribution / active EE | $133 | $1,544-91.4% | $1,159-88.5% | $4,740-97.2% |
| Participant deferral / active EE | $1,577 | $2,819-44.1% | $2,125-25.8% | $6,400-75.4% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |