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 | $53,798 | $106,543-49.5% | $91,220-41.0% | $134,475-60.0% |
| Participation rate | 25.0% | 76.8%-51.8pp | 73.2%-48.2pp | 81.2%-56.2pp |
| Annual return | -19.95% | 160.60%-180.6pp | 114.01%-134.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $538 | $3,331-83.9% | $2,850-81.1% | $4,740-88.7% |
| Participant deferral / active EE | $1,344 | $4,719-71.5% | $4,234-68.2% | $6,400-79.0% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |