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 | $39,325 | $95,971-59.0% | $74,550-47.2% | $135,375-71.0% |
| Participation rate | 55.6% | 75.7%-20.1pp | 69.1%-13.6pp | 82.6%-27.1pp |
| Annual return | -5.23% | 56.96%-62.2pp | 32.53%-37.8pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,475 | $2,716-45.7% | $1,961-24.8% | $4,779-69.1% |
| Participant deferral / active EE | $3,540 | $3,843-7.9% | $3,108+13.9% | $5,609-36.9% |
| Admin fee / account holder | $25 | $6,522-99.6% | $5,060-99.5% | $10,827-99.8% |