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 | $81,153 | $180,449-55.0% | $154,107-47.3% | $135,375-40.1% |
| Participation rate | 53.3% | 87.4%-34.1pp | 83.0%-29.7pp | 82.6%-29.3pp |
| Annual return | -5.53% | 888.09%-893.6pp | 735.12%-740.6pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,335 | $6,035-77.9% | $5,298-74.8% | $4,779-72.1% |
| Participant deferral / active EE | $3,437 | $5,806-40.8% | $5,081-32.3% | $5,609-38.7% |
| Admin fee / account holder | $15 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |