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 | $22,152 | $104,106-78.7% | $71,086-68.8% | $135,375-83.6% |
| Participation rate | 50.0% | 65.7%-15.7pp | 54.7%-4.7pp | 82.6%-32.6pp |
| Annual return | -11.83% | 1256.30%-1268.1pp | 650.59%-662.4pp | 519.73%-531.6pp |
| Employer contribution / active EE | $900 | $1,485-39.4% | $1,088-17.3% | $4,779-81.2% |
| Participant deferral / active EE | $9,250 | $2,527+266.1% | $1,874+393.5% | $5,609+64.9% |
| Admin fee / account holder | $165 | $4,142-96.0% | $3,082-94.7% | $10,827-98.5% |