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 6-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 | $110,611 | $84,402+31.1% | $61,373+80.2% | $134,475-17.7% |
| Participation rate | 8.7% | 62.2%-53.5pp | 52.6%-43.9pp | 81.2%-72.5pp |
| Annual return | -13.31% | 584.55%-597.9pp | 338.61%-351.9pp | 417.96%-431.3pp |
| Employer contribution / active EE | $313 | $1,544-79.7% | $1,159-73.0% | $4,740-93.4% |
| Participant deferral / active EE | $2,348 | $2,819-16.7% | $2,125+10.5% | $6,400-63.3% |
| Admin fee / account holder | $208 | $2,585-92.0% | $2,130-90.3% | $11,426-98.2% |