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 | $49,116 | $84,402-41.8% | $61,373-20.0% | $134,475-63.5% |
| Participation rate | 30.0% | 62.2%-32.2pp | 52.6%-22.6pp | 81.2%-51.2pp |
| Annual return | -16.96% | 584.55%-601.5pp | 338.61%-355.6pp | 417.96%-434.9pp |
| Employer contribution / active EE | $421 | $1,544-72.7% | $1,159-63.7% | $4,740-91.1% |
| Participant deferral / active EE | $2,106 | $2,819-25.3% | $2,125-0.9% | $6,400-67.1% |
| Admin fee / account holder | $83 | $2,585-96.8% | $2,130-96.1% | $11,426-99.3% |