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 9-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 | $110,816 | $84,402+31.3% | $61,373+80.6% | $134,475-17.6% |
| Participation rate | 35.7% | 62.2%-26.5pp | 52.6%-16.9pp | 81.2%-45.5pp |
| Annual return | -10.38% | 584.55%-594.9pp | 338.61%-349.0pp | 417.96%-428.3pp |
| Employer contribution / active EE | $629 | $1,544-59.3% | $1,159-45.8% | $4,740-86.7% |
| Participant deferral / active EE | $1,299 | $2,819-53.9% | $2,125-38.9% | $6,400-79.7% |
| Admin fee / account holder | $208 | $2,585-92.0% | $2,130-90.3% | $11,426-98.2% |