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 | $45,904 | $54,350-15.5% | $82,719-44.5% | $68,494-33.0% |
| Participation rate | 37.8% | 63.9%-26.2pp | 72.6%-34.8pp | 67.9%-30.1pp |
| Annual return | 54.71% | -13.67%+68.4pp | 701.18%-646.5pp | -7.84%+62.6pp |
| Employer contribution / active EE | $1,092 | $2,218-50.8% | $3,009-63.7% | $2,596-57.9% |
| Participant deferral / active EE | $1,694 | $3,246-47.8% | $4,395-61.5% | $4,027-57.9% |
| Admin fee / account holder | $16 | $4,395-99.6% | $5,329-99.7% | $5,403-99.7% |