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 | $90,588 | $138,044-34.4% | $125,339-27.7% | $134,475-32.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -18.47% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $4,111 | $5,243-21.6% | $4,814-14.6% | $4,740-13.3% |
| Participant deferral / active EE | $12,649 | $7,799+62.2% | $7,446+69.9% | $6,400+97.7% |
| Admin fee / account holder | $80 | $11,571-99.3% | $10,010-99.2% | $11,426-99.3% |