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 | $34,451 | $138,044-75.0% | $125,339-72.5% | $134,475-74.4% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -14.08% | 750.33%-764.4pp | 572.05%-586.1pp | 417.96%-432.0pp |
| Employer contribution / active EE | $1,183 | $5,243-77.4% | $4,814-75.4% | $4,740-75.0% |
| Participant deferral / active EE | $3,078 | $7,799-60.5% | $7,446-58.7% | $6,400-51.9% |
| Admin fee / account holder | $36 | $11,571-99.7% | $10,010-99.6% | $11,426-99.7% |