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 | $81,098 | $138,044-41.3% | $125,339-35.3% | $134,475-39.7% |
| Participation rate | 56.5% | 84.5%-28.0pp | 82.4%-25.8pp | 81.2%-24.7pp |
| Annual return | -15.55% | 750.33%-765.9pp | 572.05%-587.6pp | 417.96%-433.5pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,362 | $7,799-5.6% | $7,446-1.1% | $6,400+15.0% |
| Admin fee / account holder | $216 | $11,571-98.1% | $10,010-97.8% | $11,426-98.1% |