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 8-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 | $131,539 | $138,044-4.7% | $125,339+4.9% | $134,475-2.2% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -20.45% | 750.33%-770.8pp | 572.05%-592.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $2,742 | $5,243-47.7% | $4,814-43.0% | $4,740-42.2% |
| Participant deferral / active EE | $9,240 | $7,799+18.5% | $7,446+24.1% | $6,400+44.4% |
| Admin fee / account holder | $75 | $11,571-99.4% | $10,010-99.3% | $11,426-99.3% |