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 | $39,431 | $138,065-71.4% | $123,544-68.1% | $135,375-70.9% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | -8.67% | 153.68%-162.4pp | 119.20%-127.9pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,277 | $5,151-75.2% | $4,628-72.4% | $4,779-73.3% |
| Participant deferral / active EE | $7,055 | $6,799+3.8% | $6,426+9.8% | $5,609+25.8% |
| Admin fee / account holder | $249 | $10,916-97.7% | $9,284-97.3% | $10,827-97.7% |