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 | $82,171 | $138,044-40.5% | $125,339-34.4% | $134,475-38.9% |
| Participation rate | 64.7% | 84.5%-19.8pp | 82.4%-17.7pp | 81.2%-16.5pp |
| Annual return | -17.78% | 750.33%-768.1pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,248 | $5,243-76.2% | $4,814-74.1% | $4,740-73.7% |
| Participant deferral / active EE | $3,799 | $7,799-51.3% | $7,446-49.0% | $6,400-40.6% |
| Admin fee / account holder | $169 | $11,571-98.5% | $10,010-98.3% | $11,426-98.5% |