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 | $20,812 | $133,958-84.5% | $112,228-81.5% | $134,475-84.5% |
| Participation rate | 15.4% | 78.6%-63.2pp | 75.1%-59.7pp | 81.2%-65.8pp |
| Annual return | -19.61% | 47.11%-66.7pp | 27.45%-47.1pp | 417.96%-437.6pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,308 | $5,291-56.4% | $4,728-51.2% | $6,400-63.9% |
| Admin fee / account holder | $10 | $7,489-99.9% | $6,410-99.8% | $11,426-99.9% |