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 | $36,382 | $138,065-73.6% | $123,544-70.6% | $135,375-73.1% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -8.61% | 153.68%-162.3pp | 119.20%-127.8pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,466 | $5,151-71.5% | $4,628-68.3% | $4,779-69.3% |
| Participant deferral / active EE | $2,757 | $6,799-59.4% | $6,426-57.1% | $5,609-50.8% |
| Admin fee / account holder | $179 | $10,916-98.4% | $9,284-98.1% | $10,827-98.4% |