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 | $32,852 | $180,449-81.8% | $154,107-78.7% | $135,375-75.7% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -2.32% | 888.09%-890.4pp | 735.12%-737.4pp | 519.73%-522.1pp |
| Employer contribution / active EE | $1,282 | $6,035-78.8% | $5,298-75.8% | $4,779-73.2% |
| Participant deferral / active EE | $2,060 | $5,806-64.5% | $5,081-59.5% | $5,609-63.3% |
| Admin fee / account holder | $172 | $16,143-98.9% | $13,411-98.7% | $10,827-98.4% |