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 | $66,753 | $138,065-51.7% | $123,544-46.0% | $135,375-50.7% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -6.37% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,451 | $5,151-71.8% | $4,628-68.6% | $4,779-69.6% |
| Participant deferral / active EE | $3,166 | $6,799-53.4% | $6,426-50.7% | $5,609-43.6% |
| Admin fee / account holder | $154 | $10,916-98.6% | $9,284-98.3% | $10,827-98.6% |