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 | $39,138 | $138,044-71.6% | $125,339-68.8% | $134,475-70.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -9.45% | 750.33%-759.8pp | 572.05%-581.5pp | 417.96%-427.4pp |
| Employer contribution / active EE | $2,006 | $5,243-61.7% | $4,814-58.3% | $4,740-57.7% |
| Participant deferral / active EE | $4,385 | $7,799-43.8% | $7,446-41.1% | $6,400-31.5% |
| Admin fee / account holder | $282 | $11,571-97.6% | $10,010-97.2% | $11,426-97.5% |