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 | $63,368 | $82,630-23.3% | $64,105-1.1% | $125,391-49.5% |
| Participation rate | 56.3% | 75.9%-19.6pp | 68.2%-11.9pp | 83.2%-26.9pp |
| Annual return | -0.87% | 1489.72%-1490.6pp | 791.24%-792.1pp | 282.22%-283.1pp |
| Employer contribution / active EE | $1,167 | $2,671-56.3% | $1,820-35.9% | $4,866-76.0% |
| Participant deferral / active EE | $3,129 | $3,608-13.3% | $2,822+10.9% | $5,352-41.5% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |