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 4-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 | $123,674 | $133,958-7.7% | $112,228+10.2% | $134,475-8.0% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -12.91% | 47.11%-60.0pp | 27.45%-40.4pp | 417.96%-430.9pp |
| Employer contribution / active EE | $10,125 | $4,038+150.7% | $3,635+178.6% | $4,740+113.6% |
| Participant deferral / active EE | $6,750 | $5,291+27.6% | $4,728+42.8% | $6,400+5.5% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |