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 | $34,680 | $92,703-62.6% | $82,719-58.1% | $134,475-74.2% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -18.31% | 944.92%-963.2pp | 701.18%-719.5pp | 417.96%-436.3pp |
| Employer contribution / active EE | $882 | $3,274-73.1% | $3,009-70.7% | $4,740-81.4% |
| Participant deferral / active EE | $3,216 | $4,802-33.0% | $4,395-26.8% | $6,400-49.8% |
| Admin fee / account holder | $270 | $5,983-95.5% | $5,329-94.9% | $11,426-97.6% |