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 | $136,318 | $147,727-7.7% | $115,756+17.8% | $134,475+1.4% |
| Participation rate | 42.9% | 80.4%-37.6pp | 77.1%-34.2pp | 81.2%-38.4pp |
| Annual return | -7.50% | 73.96%-81.5pp | 143.14%-150.6pp | 417.96%-425.5pp |
| Employer contribution / active EE | $1,669 | $4,713-64.6% | $3,793-56.0% | $4,740-64.8% |
| Participant deferral / active EE | $3,997 | $7,563-47.2% | $6,254-36.1% | $6,400-37.5% |
| Admin fee / account holder | $289 | $14,571-98.0% | $8,124-96.4% | $11,426-97.5% |