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 | $26,762 | $39,798-32.8% | $67,711-60.5% | $59,632-55.1% |
| Participation rate | 54.2% | 57.4%-3.1pp | 67.5%-13.3pp | 68.7%-14.4pp |
| Annual return | -0.58% | 89.94%-90.5pp | 25.41%-26.0pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $1,810 | $1,393+30.0% | $2,559-29.3% | $2,203-17.8% |
| Participant deferral / active EE | $1,432 | $2,335-38.7% | $3,585-60.1% | $3,192-55.1% |
| Admin fee / account holder | $142 | $3,212-95.6% | $4,255-96.7% | $4,297-96.7% |