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 | $48,213 | $92,703-48.0% | $82,719-41.7% | $134,475-64.1% |
| Participation rate | 68.2% | 75.2%-7.0pp | 72.6%-4.4pp | 81.2%-13.0pp |
| Annual return | -18.47% | 944.92%-963.4pp | 701.18%-719.6pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,407 | $3,274-26.5% | $3,009-20.0% | $4,740-49.2% |
| Participant deferral / active EE | $5,648 | $4,802+17.6% | $4,395+28.5% | $6,400-11.7% |
| Admin fee / account holder | $82 | $5,983-98.6% | $5,329-98.5% | $11,426-99.3% |