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 | $72,243 | $160,055-54.9% | $140,016-48.4% | $135,375-46.6% |
| Participation rate | 43.8% | 88.5%-44.8pp | 87.5%-43.7pp | 82.6%-38.9pp |
| Annual return | -4.59% | 911.38%-916.0pp | 651.12%-655.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,639 | $6,420-74.5% | $5,606-70.8% | $4,779-65.7% |
| Participant deferral / active EE | $2,876 | $7,642-62.4% | $6,927-58.5% | $5,609-48.7% |
| Admin fee / account holder | -$86 | $13,328-100.6% | $10,705-100.8% | $10,827-100.8% |