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 5-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 | $25,082 | $92,703-72.9% | $82,719-69.7% | $134,475-81.3% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -4.86% | 944.92%-949.8pp | 701.18%-706.0pp | 417.96%-422.8pp |
| Employer contribution / active EE | $1,443 | $3,274-55.9% | $3,009-52.0% | $4,740-69.6% |
| Participant deferral / active EE | $7,150 | $4,802+48.9% | $4,395+62.7% | $6,400+11.7% |
| Admin fee / account holder | $49 | $5,983-99.2% | $5,329-99.1% | $11,426-99.6% |