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 9-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 | $19,758 | $106,543-81.5% | $91,220-78.3% | $134,475-85.3% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -18.59% | 160.60%-179.2pp | 114.01%-132.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,417 | $3,331-57.4% | $2,850-50.3% | $4,740-70.1% |
| Participant deferral / active EE | $3,782 | $4,719-19.9% | $4,234-10.7% | $6,400-40.9% |
| Admin fee / account holder | $82 | $6,231-98.7% | $5,420-98.5% | $11,426-99.3% |