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 | $51,949 | $97,757-46.9% | $83,848-38.0% | $135,375-61.6% |
| Participation rate | 58.3% | 80.0%-21.6pp | 76.1%-17.8pp | 82.6%-24.3pp |
| Annual return | -7.01% | 1287.37%-1294.4pp | 850.88%-857.9pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,368 | $4,222-67.6% | $3,631-62.3% | $4,779-71.4% |
| Participant deferral / active EE | $3,467 | $4,682-25.9% | $4,082-15.1% | $5,609-38.2% |
| Admin fee / account holder | $139 | $6,674-97.9% | $5,478-97.5% | $10,827-98.7% |