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 | $56,649 | $76,000-25.5% | $154,107-63.2% | $64,186-11.7% |
| Participation rate | 50.0% | 70.4%-20.4pp | 83.0%-33.0pp | 69.6%-19.6pp |
| Annual return | -4.91% | 30.32%-35.2pp | 735.12%-740.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $650 | $3,351-80.6% | $5,298-87.7% | $2,381-72.7% |
| Participant deferral / active EE | $1,980 | $3,175-37.6% | $5,081-61.0% | $3,470-42.9% |
| Admin fee / account holder | $140 | $5,596-97.5% | $13,411-99.0% | $4,888-97.1% |