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 | $36,825 | $160,055-77.0% | $140,016-73.7% | $135,375-72.8% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -6.13% | 911.38%-917.5pp | 651.12%-657.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,090 | $6,420-67.4% | $5,606-62.7% | $4,779-56.3% |
| Participant deferral / active EE | $14,176 | $7,642+85.5% | $6,927+104.6% | $5,609+152.7% |
| Admin fee / account holder | $82 | $13,328-99.4% | $10,705-99.2% | $10,827-99.2% |