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 | $34,125 | $92,703-63.2% | $82,719-58.7% | $134,475-74.6% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -8.95% | 944.92%-953.9pp | 701.18%-710.1pp | 417.96%-426.9pp |
| Employer contribution / active EE | $1,075 | $3,274-67.2% | $3,009-64.3% | $4,740-77.3% |
| Participant deferral / active EE | $1,301 | $4,802-72.9% | $4,395-70.4% | $6,400-79.7% |
| Admin fee / account holder | $215 | $5,983-96.4% | $5,329-96.0% | $11,426-98.1% |