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 | $32,738 | $135,635-75.9% | $110,238-70.3% | $135,375-75.8% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -5.68% | 513.19%-518.9pp | 314.74%-320.4pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,812 | $4,906-63.1% | $3,826-52.6% | $4,779-62.1% |
| Participant deferral / active EE | $3,062 | $5,506-44.4% | $4,672-34.5% | $5,609-45.4% |
| Admin fee / account holder | $240 | $11,457-97.9% | $8,547-97.2% | $10,827-97.8% |