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 | $60,870 | $97,757-37.7% | $83,848-27.4% | $135,375-55.0% |
| Participation rate | 60.9% | 80.0%-19.1pp | 76.1%-15.3pp | 82.6%-21.8pp |
| Annual return | -3.12% | 1287.37%-1290.5pp | 850.88%-854.0pp | 519.73%-522.9pp |
| Employer contribution / active EE | $986 | $4,222-76.6% | $3,631-72.8% | $4,779-79.4% |
| Participant deferral / active EE | $3,919 | $4,682-16.3% | $4,082-4.0% | $5,609-30.1% |
| Admin fee / account holder | $14 | $6,674-99.8% | $5,478-99.7% | $10,827-99.9% |