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 9-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 | $41,190 | $180,449-77.2% | $154,107-73.3% | $135,375-69.6% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -7.56% | 888.09%-895.6pp | 735.12%-742.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,860 | $6,035-52.6% | $5,298-46.0% | $4,779-40.1% |
| Participant deferral / active EE | $6,349 | $5,806+9.4% | $5,081+25.0% | $5,609+13.2% |
| Admin fee / account holder | $292 | $16,143-98.2% | $13,411-97.8% | $10,827-97.3% |