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 | $126,876 | $138,044-8.1% | $125,339+1.2% | $134,475-5.7% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -17.05% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,044 | $5,243-80.1% | $4,814-78.3% | $4,740-78.0% |
| Participant deferral / active EE | $4,981 | $7,799-36.1% | $7,446-33.1% | $6,400-22.2% |
| Admin fee / account holder | $40 | $11,571-99.7% | $10,010-99.6% | $11,426-99.6% |