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 9-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 | $31,366 | $138,065-77.3% | $123,544-74.6% | $135,375-76.8% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -8.72% | 153.68%-162.4pp | 119.20%-127.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $2,361 | $5,151-54.2% | $4,628-49.0% | $4,779-50.6% |
| Participant deferral / active EE | $7,239 | $6,799+6.5% | $6,426+12.7% | $5,609+29.1% |
| Admin fee / account holder | $233 | $10,916-97.9% | $9,284-97.5% | $10,827-97.9% |