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 | $118,035 | $84,695+39.4% | $73,843+59.8% | $125,391-5.9% |
| Participation rate | 42.9% | 76.8%-33.9pp | 73.4%-30.6pp | 83.2%-40.3pp |
| Annual return | 0.64% | 3123.53%-3122.9pp | 2267.84%-2267.2pp | 282.22%-281.6pp |
| Employer contribution / active EE | $1,644 | $3,123-47.3% | $2,787-41.0% | $4,866-66.2% |
| Participant deferral / active EE | $4,483 | $3,992+12.3% | $3,583+25.1% | $5,352-16.2% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |