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 | $26,466 | $97,757-72.9% | $83,848-68.4% | $135,375-80.5% |
| Participation rate | 63.6% | 80.0%-16.3pp | 76.1%-12.5pp | 82.6%-19.0pp |
| Annual return | -7.13% | 1287.37%-1294.5pp | 850.88%-858.0pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,429 | $4,222-66.2% | $3,631-60.6% | $4,779-70.1% |
| Participant deferral / active EE | $2,126 | $4,682-54.6% | $4,082-47.9% | $5,609-62.1% |
| Admin fee / account holder | $54 | $6,674-99.2% | $5,478-99.0% | $10,827-99.5% |