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 | $55,913 | $92,703-39.7% | $82,719-32.4% | $134,475-58.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -4.51% | 944.92%-949.4pp | 701.18%-705.7pp | 417.96%-422.5pp |
| Employer contribution / active EE | $2,721 | $3,274-16.9% | $3,009-9.6% | $4,740-42.6% |
| Participant deferral / active EE | $4,416 | $4,802-8.0% | $4,395+0.5% | $6,400-31.0% |
| Admin fee / account holder | $19 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |