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 | $79,140 | $138,044-42.7% | $125,339-36.9% | $134,475-41.1% |
| Participation rate | 47.6% | 84.5%-36.9pp | 82.4%-34.8pp | 81.2%-33.6pp |
| Annual return | -20.34% | 750.33%-770.7pp | 572.05%-592.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,029 | $5,243-61.3% | $4,814-57.8% | $4,740-57.2% |
| Participant deferral / active EE | $4,643 | $7,799-40.5% | $7,446-37.7% | $6,400-27.5% |
| Admin fee / account holder | $51 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |