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 | $140,810 | $97,757+44.0% | $83,848+67.9% | $135,375+4.0% |
| Participation rate | 53.3% | 80.0%-26.6pp | 76.1%-22.8pp | 82.6%-29.3pp |
| Annual return | -4.90% | 1287.37%-1292.3pp | 850.88%-855.8pp | 519.73%-524.6pp |
| Employer contribution / active EE | $799 | $4,222-81.1% | $3,631-78.0% | $4,779-83.3% |
| Participant deferral / active EE | $2,142 | $4,682-54.2% | $4,082-47.5% | $5,609-61.8% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |