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 | $19,257 | $92,703-79.2% | $82,719-76.7% | $134,475-85.7% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -18.19% | 944.92%-963.1pp | 701.18%-719.4pp | 417.96%-436.2pp |
| Employer contribution / active EE | $894 | $3,274-72.7% | $3,009-70.3% | $4,740-81.1% |
| Participant deferral / active EE | $1,696 | $4,802-64.7% | $4,395-61.4% | $6,400-73.5% |
| Admin fee / account holder | $20 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |