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 | $39,124 | $138,044-71.7% | $125,339-68.8% | $134,475-70.9% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -18.64% | 750.33%-769.0pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,856 | $5,243-64.6% | $4,814-61.4% | $4,740-60.8% |
| Participant deferral / active EE | $4,210 | $7,799-46.0% | $7,446-43.5% | $6,400-34.2% |
| Admin fee / account holder | $294 | $11,571-97.5% | $10,010-97.1% | $11,426-97.4% |