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 | $16,200 | $138,044-88.3% | $125,339-87.1% | $134,475-88.0% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -19.96% | 750.33%-770.3pp | 572.05%-592.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,395 | $5,243-73.4% | $4,814-71.0% | $4,740-70.6% |
| Participant deferral / active EE | $7,601 | $7,799-2.5% | $7,446+2.1% | $6,400+18.8% |
| Admin fee / account holder | $226 | $11,571-98.1% | $10,010-97.7% | $11,426-98.0% |