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 | $76,795 | $168,632-54.5% | $147,614-48.0% | $125,391-38.8% |
| Participation rate | 40.0% | 88.8%-48.8pp | 84.6%-44.6pp | 83.2%-43.2pp |
| Annual return | -1.31% | 77.65%-79.0pp | 61.98%-63.3pp | 282.22%-283.5pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,416 | $5,507-19.8% | $4,895-9.8% | $5,352-17.5% |
| Admin fee / account holder | $35 | $13,580-99.7% | $11,611-99.7% | $9,540-99.6% |