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 | $30,848 | $180,449-82.9% | $154,107-80.0% | $135,375-77.2% |
| Participation rate | 64.7% | 87.4%-22.7pp | 83.0%-18.3pp | 82.6%-17.9pp |
| Annual return | -7.32% | 888.09%-895.4pp | 735.12%-742.4pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,339 | $6,035-77.8% | $5,298-74.7% | $4,779-72.0% |
| Participant deferral / active EE | $3,747 | $5,806-35.5% | $5,081-26.2% | $5,609-33.2% |
| Admin fee / account holder | $15 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |