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 | $48,007 | $138,065-65.2% | $123,544-61.1% | $135,375-64.5% |
| Participation rate | 38.5% | 84.7%-46.3pp | 82.3%-43.8pp | 82.6%-44.2pp |
| Annual return | -3.10% | 153.68%-156.8pp | 119.20%-122.3pp | 519.73%-522.8pp |
| Employer contribution / active EE | $2,249 | $5,151-56.3% | $4,628-51.4% | $4,779-52.9% |
| Participant deferral / active EE | $3,329 | $6,799-51.0% | $6,426-48.2% | $5,609-40.7% |
| Admin fee / account holder | $20 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |