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 | $178,607 | $95,971+86.1% | $74,550+139.6% | $135,375+31.9% |
| Participation rate | 42.9% | 75.7%-32.8pp | 69.1%-26.3pp | 82.6%-39.8pp |
| Annual return | -7.89% | 56.96%-64.9pp | 32.53%-40.4pp | 519.73%-527.6pp |
| Employer contribution / active EE | $726 | $2,716-73.3% | $1,961-63.0% | $4,779-84.8% |
| Participant deferral / active EE | $4,441 | $3,843+15.6% | $3,108+42.9% | $5,609-20.8% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |