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 | $79,867 | $92,703-13.8% | $82,719-3.4% | $134,475-40.6% |
| Participation rate | 59.1% | 75.2%-16.1pp | 72.6%-13.5pp | 81.2%-22.1pp |
| Annual return | -19.99% | 944.92%-964.9pp | 701.18%-721.2pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,097 | $3,274-66.5% | $3,009-63.6% | $4,740-76.9% |
| Participant deferral / active EE | $2,555 | $4,802-46.8% | $4,395-41.9% | $6,400-60.1% |
| Admin fee / account holder | $290 | $5,983-95.2% | $5,329-94.6% | $11,426-97.5% |