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 | $49,875 | $138,065-63.9% | $123,544-59.6% | $135,375-63.2% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -8.41% | 153.68%-162.1pp | 119.20%-127.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,446 | $5,151-71.9% | $4,628-68.8% | $4,779-69.8% |
| Participant deferral / active EE | $2,693 | $6,799-60.4% | $6,426-58.1% | $5,609-52.0% |
| Admin fee / account holder | $269 | $10,916-97.5% | $9,284-97.1% | $10,827-97.5% |