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 | $118,609 | $180,449-34.3% | $154,107-23.0% | $135,375-12.4% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -3.97% | 888.09%-892.1pp | 735.12%-739.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $2,240 | $6,035-62.9% | $5,298-57.7% | $4,779-53.1% |
| Participant deferral / active EE | $12,000 | $5,806+106.7% | $5,081+136.2% | $5,609+114.0% |
| Admin fee / account holder | $285 | $16,143-98.2% | $13,411-97.9% | $10,827-97.4% |