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 | $107,947 | $138,044-21.8% | $125,339-13.9% | $134,475-19.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -18.00% | 750.33%-768.3pp | 572.05%-590.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,272 | $5,243-56.7% | $4,814-52.8% | $4,740-52.1% |
| Participant deferral / active EE | $4,313 | $7,799-44.7% | $7,446-42.1% | $6,400-32.6% |
| Admin fee / account holder | $24 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |