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 | $27,673 | $97,757-71.7% | $83,848-67.0% | $135,375-79.6% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -2.32% | 1287.37%-1289.7pp | 850.88%-853.2pp | 519.73%-522.1pp |
| Employer contribution / active EE | $898 | $4,222-78.7% | $3,631-75.3% | $4,779-81.2% |
| Participant deferral / active EE | $4,321 | $4,682-7.7% | $4,082+5.9% | $5,609-23.0% |
| Admin fee / account holder | $246 | $6,674-96.3% | $5,478-95.5% | $10,827-97.7% |