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 | $49,240 | $90,600-45.7% | $79,464-38.0% | $135,375-63.6% |
| Participation rate | 35.3% | 76.0%-40.8pp | 73.3%-38.1pp | 82.6%-47.3pp |
| Annual return | -6.57% | 977.43%-984.0pp | 718.14%-724.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,206 | $4,050-70.2% | $3,704-67.4% | $5,609-78.5% |
| Admin fee / account holder | $48 | $5,907-99.2% | $5,113-99.1% | $10,827-99.6% |