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 | $55,845 | $54,350+2.8% | $82,719-32.5% | $68,494-18.5% |
| Participation rate | 42.1% | 63.9%-21.8pp | 72.6%-30.4pp | 67.9%-25.8pp |
| Annual return | -12.98% | -13.67%+0.7pp | 701.18%-714.2pp | -7.84%-5.1pp |
| Employer contribution / active EE | $1,598 | $2,218-27.9% | $3,009-46.9% | $2,596-38.4% |
| Participant deferral / active EE | $1,570 | $3,246-51.6% | $4,395-64.3% | $4,027-61.0% |
| Admin fee / account holder | $204 | $4,395-95.4% | $5,329-96.2% | $5,403-96.2% |