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 | $183,637 | $99,640+84.3% | $86,436+112.5% | $134,475+36.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -10.07% | 6782.58%-6792.6pp | 4394.89%-4405.0pp | 417.96%-428.0pp |
| Employer contribution / active EE | $1,230 | $4,400-72.0% | $3,769-67.4% | $4,740-74.0% |
| Participant deferral / active EE | $3,227 | $7,246-55.5% | $6,952-53.6% | $6,400-49.6% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |