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 | $54,259 | $92,703-41.5% | $82,719-34.4% | $134,475-59.7% |
| Participation rate | 42.1% | 75.2%-33.1pp | 72.6%-30.4pp | 81.2%-39.1pp |
| Annual return | -8.40% | 944.92%-953.3pp | 701.18%-709.6pp | 417.96%-426.4pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,174 | $4,802-75.6% | $4,395-73.3% | $6,400-81.7% |
| Admin fee / account holder | $281 | $5,983-95.3% | $5,329-94.7% | $11,426-97.5% |