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 | $65,012 | $88,594-26.6% | $70,092-7.2% | $134,475-51.7% |
| Participation rate | 11.1% | 74.9%-63.8pp | 70.5%-59.4pp | 81.2%-70.1pp |
| Annual return | -11.78% | 442.67%-454.4pp | 190.73%-202.5pp | 417.96%-429.7pp |
| Employer contribution / active EE | $538 | $3,233-83.4% | $2,559-79.0% | $4,740-88.7% |
| Participant deferral / active EE | $1,603 | $4,772-66.4% | $3,849-58.4% | $6,400-75.0% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,267-100.0% | $11,426-100.0% |