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 | $30,271 | $82,630-63.4% | $64,105-52.8% | $125,391-75.9% |
| Participation rate | 40.0% | 75.9%-35.9pp | 68.2%-28.2pp | 83.2%-43.2pp |
| Annual return | -0.27% | 1489.72%-1490.0pp | 791.24%-791.5pp | 282.22%-282.5pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,010 | $3,608-72.0% | $2,822-64.2% | $5,352-81.1% |
| Admin fee / account holder | $3 | $6,382-99.9% | $4,499-99.9% | $9,540-100.0% |