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 | $50,307 | $92,703-45.7% | $82,719-39.2% | $134,475-62.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -14.96% | 944.92%-959.9pp | 701.18%-716.1pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,923 | $3,274-41.3% | $3,009-36.1% | $4,740-59.4% |
| Participant deferral / active EE | $4,509 | $4,802-6.1% | $4,395+2.6% | $6,400-29.6% |
| Admin fee / account holder | $4 | $5,983-99.9% | $5,329-99.9% | $11,426-100.0% |