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 | $17,775 | $90,600-80.4% | $79,464-77.6% | $135,375-86.9% |
| Participation rate | 44.4% | 76.0%-31.6pp | 73.3%-28.9pp | 82.6%-38.2pp |
| Annual return | -4.30% | 977.43%-981.7pp | 718.14%-722.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $411 | $3,068-86.6% | $2,800-85.3% | $4,779-91.4% |
| Participant deferral / active EE | $2,040 | $4,050-49.6% | $3,704-44.9% | $5,609-63.6% |
| Admin fee / account holder | $43 | $5,907-99.3% | $5,113-99.2% | $10,827-99.6% |