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 | $35,106 | $92,703-62.1% | $82,719-57.6% | $134,475-73.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -5.16% | 944.92%-950.1pp | 701.18%-706.3pp | 417.96%-423.1pp |
| Employer contribution / active EE | $1,033 | $3,274-68.4% | $3,009-65.7% | $4,740-78.2% |
| Participant deferral / active EE | $1,033 | $4,802-78.5% | $4,395-76.5% | $6,400-83.9% |
| Admin fee / account holder | $20 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |