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 | $37,536 | $84,402-55.5% | $61,373-38.8% | $134,475-72.1% |
| Participation rate | 57.1% | 62.2%-5.1pp | 52.6%+4.6pp | 81.2%-24.1pp |
| Annual return | -17.55% | 584.55%-602.1pp | 338.61%-356.2pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,093 | $1,544-29.2% | $1,159-5.7% | $4,740-76.9% |
| Participant deferral / active EE | $6,322 | $2,819+124.3% | $2,125+197.5% | $6,400-1.2% |
| Admin fee / account holder | $20 | $2,585-99.2% | $2,130-99.1% | $11,426-99.8% |