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 | $58,448 | $90,320-35.3% | $59,496-1.8% | $125,391-53.4% |
| Participation rate | 47.8% | 68.3%-20.5pp | 54.6%-6.7pp | 83.2%-35.4pp |
| Annual return | -3.57% | 369.13%-372.7pp | 182.05%-185.6pp | 282.22%-285.8pp |
| Employer contribution / active EE | $1,305 | $1,792-27.2% | $1,153+13.2% | $4,866-73.2% |
| Participant deferral / active EE | $5,081 | $2,716+87.1% | $1,829+177.7% | $5,352-5.1% |
| Admin fee / account holder | $228 | $3,063-92.6% | $2,232-89.8% | $9,540-97.6% |