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 | $46,167 | $138,044-66.6% | $125,339-63.2% | $134,475-65.7% |
| Participation rate | 68.4% | 84.5%-16.1pp | 82.4%-13.9pp | 81.2%-12.8pp |
| Annual return | -18.21% | 750.33%-768.5pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,964 | $5,243-62.5% | $4,814-59.2% | $4,740-58.6% |
| Participant deferral / active EE | $4,188 | $7,799-46.3% | $7,446-43.8% | $6,400-34.6% |
| Admin fee / account holder | $29 | $11,571-99.8% | $10,010-99.7% | $11,426-99.7% |