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 | $145,934 | $92,703+57.4% | $82,719+76.4% | $134,475+8.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -16.60% | 944.92%-961.5pp | 701.18%-717.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,955 | $3,274+20.8% | $3,009+31.4% | $4,740-16.6% |
| Participant deferral / active EE | $9,524 | $4,802+98.3% | $4,395+116.7% | $6,400+48.8% |
| Admin fee / account holder | $60 | $5,983-99.0% | $5,329-98.9% | $11,426-99.5% |