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 | $155,402 | $152,509+1.9% | $117,472+32.3% | $134,475+15.6% |
| Participation rate | 16.7% | 77.1%-60.4pp | 70.6%-53.9pp | 81.2%-64.6pp |
| Annual return | -16.67% | 52.99%-69.7pp | 29.74%-46.4pp | 417.96%-434.6pp |
| Employer contribution / active EE | $472 | $5,571-91.5% | $4,176-88.7% | $4,740-90.1% |
| Participant deferral / active EE | $4,500 | $4,818-6.6% | $4,070+10.6% | $6,400-29.7% |
| Admin fee / account holder | $10 | $7,004-99.9% | $5,645-99.8% | $11,426-99.9% |