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 | $97,056 | $92,703+4.7% | $82,719+17.3% | $134,475-27.8% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -14.52% | 944.92%-959.4pp | 701.18%-715.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $570 | $3,274-82.6% | $3,009-81.1% | $4,740-88.0% |
| Participant deferral / active EE | $4,593 | $4,802-4.4% | $4,395+4.5% | $6,400-28.2% |
| Admin fee / account holder | $296 | $5,983-95.0% | $5,329-94.4% | $11,426-97.4% |