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 | $79,133 | $138,044-42.7% | $125,339-36.9% | $134,475-41.2% |
| Participation rate | 61.1% | 84.5%-23.4pp | 82.4%-21.3pp | 81.2%-20.1pp |
| Annual return | -16.84% | 750.33%-767.2pp | 572.05%-588.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,523 | $5,243-70.9% | $4,814-68.4% | $4,740-67.9% |
| Participant deferral / active EE | $5,173 | $7,799-33.7% | $7,446-30.5% | $6,400-19.2% |
| Admin fee / account holder | $9 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |