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 | $22,217 | $92,703-76.0% | $82,719-73.1% | $134,475-83.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -8.40% | 944.92%-953.3pp | 701.18%-709.6pp | 417.96%-426.4pp |
| Employer contribution / active EE | $2,086 | $3,274-36.3% | $3,009-30.7% | $4,740-56.0% |
| Participant deferral / active EE | $4,759 | $4,802-0.9% | $4,395+8.3% | $6,400-25.6% |
| Admin fee / account holder | $77 | $5,983-98.7% | $5,329-98.6% | $11,426-99.3% |