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 | $65,394 | $97,757-33.1% | $83,848-22.0% | $135,375-51.7% |
| Participation rate | 55.6% | 80.0%-24.4pp | 76.1%-20.6pp | 82.6%-27.1pp |
| Annual return | -4.71% | 1287.37%-1292.1pp | 850.88%-855.6pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,356 | $4,222-67.9% | $3,631-62.7% | $4,779-71.6% |
| Participant deferral / active EE | $4,127 | $4,682-11.9% | $4,082+1.1% | $5,609-26.4% |
| Admin fee / account holder | $12 | $6,674-99.8% | $5,478-99.8% | $10,827-99.9% |