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 | $88,933 | $95,971-7.3% | $74,550+19.3% | $135,375-34.3% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -7.81% | 56.96%-64.8pp | 32.53%-40.3pp | 519.73%-527.5pp |
| Employer contribution / active EE | $333 | $2,716-87.7% | $1,961-83.0% | $4,779-93.0% |
| Participant deferral / active EE | $1,992 | $3,843-48.2% | $3,108-35.9% | $5,609-64.5% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |