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 | $141,475 | $90,600+56.2% | $79,464+78.0% | $135,375+4.5% |
| Participation rate | 40.0% | 76.0%-36.0pp | 73.3%-33.3pp | 82.6%-42.6pp |
| Annual return | -7.19% | 977.43%-984.6pp | 718.14%-725.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $927 | $3,068-69.8% | $2,800-66.9% | $4,779-80.6% |
| Participant deferral / active EE | $2,621 | $4,050-35.3% | $3,704-29.2% | $5,609-53.3% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |