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 | $74,320 | $90,600-18.0% | $79,464-6.5% | $135,375-45.1% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -0.12% | 977.43%-977.6pp | 718.14%-718.3pp | 519.73%-519.9pp |
| Employer contribution / active EE | $1,217 | $3,068-60.3% | $2,800-56.6% | $4,779-74.5% |
| Participant deferral / active EE | $4,311 | $4,050+6.4% | $3,704+16.4% | $5,609-23.1% |
| Admin fee / account holder | $21 | $5,907-99.6% | $5,113-99.6% | $10,827-99.8% |