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 | $100,783 | $106,543-5.4% | $91,220+10.5% | $134,475-25.1% |
| Participation rate | 44.4% | 76.8%-32.4pp | 73.2%-28.8pp | 81.2%-36.8pp |
| Annual return | -15.67% | 160.60%-176.3pp | 114.01%-129.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,092 | $3,331-37.2% | $2,850-26.6% | $4,740-55.9% |
| Participant deferral / active EE | $6,682 | $4,719+41.6% | $4,234+57.8% | $6,400+4.4% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |