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 | $56,170 | $100,754-44.3% | $86,677-35.2% | $134,475-58.2% |
| Participation rate | 60.0% | 78.9%-18.9pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -13.73% | 29.04%-42.8pp | 35.91%-49.6pp | 417.96%-431.7pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,853 | $5,338-46.6% | $4,656-38.7% | $6,400-55.4% |
| Admin fee / account holder | $20 | $10,926-99.8% | $7,493-99.7% | $11,426-99.8% |