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 | $49,212 | $180,449-72.7% | $154,107-68.1% | $135,375-63.6% |
| Participation rate | 63.6% | 87.4%-23.8pp | 83.0%-19.4pp | 82.6%-19.0pp |
| Annual return | -7.23% | 888.09%-895.3pp | 735.12%-742.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,472 | $6,035-75.6% | $5,298-72.2% | $4,779-69.2% |
| Participant deferral / active EE | $4,147 | $5,806-28.6% | $5,081-18.4% | $5,609-26.1% |
| Admin fee / account holder | $137 | $16,143-99.2% | $13,411-99.0% | $10,827-98.7% |