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 | $63,310 | $95,971-34.0% | $74,550-15.1% | $135,375-53.2% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -8.71% | 56.96%-65.7pp | 32.53%-41.2pp | 519.73%-528.4pp |
| Employer contribution / active EE | $3,916 | $2,716+44.2% | $1,961+99.7% | $4,779-18.1% |
| Participant deferral / active EE | $17,116 | $3,843+345.3% | $3,108+450.7% | $5,609+205.2% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |