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 | $41,340 | $152,509-72.9% | $117,472-64.8% | $134,475-69.3% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -17.93% | 52.99%-70.9pp | 29.74%-47.7pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,118 | $5,571-62.0% | $4,176-49.3% | $4,740-55.3% |
| Participant deferral / active EE | $6,322 | $4,818+31.2% | $4,070+55.3% | $6,400-1.2% |
| Admin fee / account holder | $291 | $7,004-95.9% | $5,645-94.9% | $11,426-97.5% |