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 | $29,811 | $90,600-67.1% | $79,464-62.5% | $135,375-78.0% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -5.81% | 977.43%-983.2pp | 718.14%-723.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $471 | $3,068-84.6% | $2,800-83.2% | $4,779-90.1% |
| Participant deferral / active EE | $1,526 | $4,050-62.3% | $3,704-58.8% | $5,609-72.8% |
| Admin fee / account holder | $173 | $5,907-97.1% | $5,113-96.6% | $10,827-98.4% |