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 | $47,374 | $180,449-73.7% | $154,107-69.3% | $135,375-65.0% |
| Participation rate | 68.8% | 87.4%-18.7pp | 83.0%-14.3pp | 82.6%-13.9pp |
| Annual return | -6.63% | 888.09%-894.7pp | 735.12%-741.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,849 | $6,035-69.4% | $5,298-65.1% | $4,779-61.3% |
| Participant deferral / active EE | $4,282 | $5,806-26.2% | $5,081-15.7% | $5,609-23.7% |
| Admin fee / account holder | $220 | $16,143-98.6% | $13,411-98.4% | $10,827-98.0% |