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 | $51,845 | $84,402-38.6% | $61,373-15.5% | $134,475-61.4% |
| Participation rate | 57.1% | 62.2%-5.1pp | 52.6%+4.6pp | 81.2%-24.1pp |
| Annual return | -14.77% | 584.55%-599.3pp | 338.61%-353.4pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,073 | $1,544-30.5% | $1,159-7.5% | $4,740-77.4% |
| Participant deferral / active EE | $4,554 | $2,819+61.6% | $2,125+114.3% | $6,400-28.8% |
| Admin fee / account holder | $10 | $2,585-99.6% | $2,130-99.6% | $11,426-99.9% |