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 | $90,445 | $84,402+7.2% | $61,373+47.4% | $134,475-32.7% |
| Participation rate | 22.2% | 62.2%-40.0pp | 52.6%-30.3pp | 81.2%-59.0pp |
| Annual return | -16.94% | 584.55%-601.5pp | 338.61%-355.5pp | 417.96%-434.9pp |
| Employer contribution / active EE | $173 | $1,544-88.8% | $1,159-85.1% | $4,740-96.3% |
| Participant deferral / active EE | $3,909 | $2,819+38.7% | $2,125+84.0% | $6,400-38.9% |
| Admin fee / account holder | $38 | $2,585-98.5% | $2,130-98.2% | $11,426-99.7% |