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 | $29,994 | $133,958-77.6% | $112,228-73.3% | $134,475-77.7% |
| Participation rate | 58.3% | 78.6%-20.2pp | 75.1%-16.7pp | 81.2%-22.9pp |
| Annual return | -20.31% | 47.11%-67.4pp | 27.45%-47.8pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,258 | $4,038-44.1% | $3,635-37.9% | $4,740-52.4% |
| Participant deferral / active EE | $7,111 | $5,291+34.4% | $4,728+50.4% | $6,400+11.1% |
| Admin fee / account holder | $81 | $7,489-98.9% | $6,410-98.7% | $11,426-99.3% |