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 | $34,822 | $106,543-67.3% | $91,220-61.8% | $134,475-74.1% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -13.54% | 160.60%-174.1pp | 114.01%-127.6pp | 417.96%-431.5pp |
| Employer contribution / active EE | $1,449 | $3,331-56.5% | $2,850-49.2% | $4,740-69.4% |
| Participant deferral / active EE | $2,242 | $4,719-52.5% | $4,234-47.1% | $6,400-65.0% |
| Admin fee / account holder | $152 | $6,231-97.6% | $5,420-97.2% | $11,426-98.7% |