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 | $76,454 | $180,449-57.6% | $154,107-50.4% | $135,375-43.5% |
| Participation rate | 8.3% | 87.4%-79.1pp | 83.0%-74.7pp | 82.6%-74.3pp |
| Annual return | -8.77% | 888.09%-896.9pp | 735.12%-743.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,042 | $5,806-64.8% | $5,081-59.8% | $5,609-63.6% |
| Admin fee / account holder | $25 | $16,143-99.8% | $13,411-99.8% | $10,827-99.8% |