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 | $29,684 | $92,703-68.0% | $82,719-64.1% | $134,475-77.9% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -20.61% | 944.92%-965.5pp | 701.18%-721.8pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,048 | $3,274-68.0% | $3,009-65.2% | $4,740-77.9% |
| Participant deferral / active EE | $1,048 | $4,802-78.2% | $4,395-76.2% | $6,400-83.6% |
| Admin fee / account holder | $76 | $5,983-98.7% | $5,329-98.6% | $11,426-99.3% |