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 | $36,103 | $84,402-57.2% | $61,373-41.2% | $134,475-73.2% |
| Participation rate | 18.2% | 62.2%-44.0pp | 52.6%-34.4pp | 81.2%-63.0pp |
| Annual return | -17.97% | 584.55%-602.5pp | 338.61%-356.6pp | 417.96%-435.9pp |
| Employer contribution / active EE | $484 | $1,544-68.7% | $1,159-58.3% | $4,740-89.8% |
| Participant deferral / active EE | $1,586 | $2,819-43.7% | $2,125-25.4% | $6,400-75.2% |
| Admin fee / account holder | $20 | $2,585-99.2% | $2,130-99.1% | $11,426-99.8% |