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 | $26,109 | $82,630-68.4% | $64,105-59.3% | $125,391-79.2% |
| Participation rate | 33.3% | 75.9%-42.5pp | 68.2%-34.8pp | 83.2%-49.9pp |
| Annual return | -3.21% | 1489.72%-1492.9pp | 791.24%-794.5pp | 282.22%-285.4pp |
| Employer contribution / active EE | $356 | $2,671-86.7% | $1,820-80.4% | $4,866-92.7% |
| Participant deferral / active EE | $1,022 | $3,608-71.7% | $2,822-63.8% | $5,352-80.9% |
| Admin fee / account holder | $296 | $6,382-95.4% | $4,499-93.4% | $9,540-96.9% |