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 8-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 | $38,725 | $138,044-71.9% | $125,339-69.1% | $134,475-71.2% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -19.15% | 750.33%-769.5pp | 572.05%-591.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,167 | $5,243-77.8% | $4,814-75.8% | $4,740-75.4% |
| Participant deferral / active EE | $5,834 | $7,799-25.2% | $7,446-21.7% | $6,400-8.8% |
| Admin fee / account holder | $147 | $11,571-98.7% | $10,010-98.5% | $11,426-98.7% |