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 | $142,501 | $97,757+45.8% | $83,848+70.0% | $135,375+5.3% |
| Participation rate | 63.2% | 80.0%-16.8pp | 76.1%-13.0pp | 82.6%-19.5pp |
| Annual return | -6.27% | 1287.37%-1293.6pp | 850.88%-857.1pp | 519.73%-526.0pp |
| Employer contribution / active EE | $840 | $4,222-80.1% | $3,631-76.9% | $4,779-82.4% |
| Participant deferral / active EE | $3,361 | $4,682-28.2% | $4,082-17.6% | $5,609-40.1% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |