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 | $87,858 | $90,600-3.0% | $79,464+10.6% | $135,375-35.1% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | -0.51% | 977.43%-977.9pp | 718.14%-718.7pp | 519.73%-520.2pp |
| Employer contribution / active EE | $7,362 | $3,068+140.0% | $2,800+162.9% | $4,779+54.1% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $64 | $5,907-98.9% | $5,113-98.8% | $10,827-99.4% |