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 | $39,944 | $135,635-70.6% | $110,238-63.8% | $135,375-70.5% |
| Participation rate | 68.4% | 83.5%-15.0pp | 79.8%-11.4pp | 82.6%-14.2pp |
| Annual return | -4.52% | 513.19%-517.7pp | 314.74%-319.3pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,153 | $4,906-76.5% | $3,826-69.9% | $4,779-75.9% |
| Participant deferral / active EE | $2,432 | $5,506-55.8% | $4,672-47.9% | $5,609-56.6% |
| Admin fee / account holder | $156 | $11,457-98.6% | $8,547-98.2% | $10,827-98.6% |