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 8-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 | $38,733 | $180,449-78.5% | $154,107-74.9% | $135,375-71.4% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -1.81% | 888.09%-889.9pp | 735.12%-736.9pp | 519.73%-521.5pp |
| Employer contribution / active EE | $1,630 | $6,035-73.0% | $5,298-69.2% | $4,779-65.9% |
| Participant deferral / active EE | $4,556 | $5,806-21.5% | $5,081-10.3% | $5,609-18.8% |
| Admin fee / account holder | $72 | $16,143-99.6% | $13,411-99.5% | $10,827-99.3% |