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 | $76,591 | $92,703-17.4% | $82,719-7.4% | $134,475-43.0% |
| Participation rate | 44.4% | 75.2%-30.7pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -18.64% | 944.92%-963.6pp | 701.18%-719.8pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,615 | $3,274-50.7% | $3,009-46.3% | $4,740-65.9% |
| Participant deferral / active EE | $4,003 | $4,802-16.6% | $4,395-8.9% | $6,400-37.4% |
| Admin fee / account holder | $10 | $5,983-99.8% | $5,329-99.8% | $11,426-99.9% |