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 | $76,106 | $104,106-26.9% | $71,086+7.1% | $135,375-43.8% |
| Participation rate | 66.7% | 65.7%+1.0pp | 54.7%+12.0pp | 82.6%-16.0pp |
| Annual return | -4.49% | 1256.30%-1260.8pp | 650.59%-655.1pp | 519.73%-524.2pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $1,874-100.0% | $5,609-100.0% |
| Admin fee / account holder | $61 | $4,142-98.5% | $3,082-98.0% | $10,827-99.4% |