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 | $77,518 | $92,703-16.4% | $82,719-6.3% | $134,475-42.4% |
| Participation rate | 26.1% | 75.2%-49.1pp | 72.6%-46.5pp | 81.2%-55.1pp |
| Annual return | -16.65% | 944.92%-961.6pp | 701.18%-717.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,045 | $3,274-68.1% | $3,009-65.3% | $4,740-77.9% |
| Participant deferral / active EE | $1,447 | $4,802-69.9% | $4,395-67.1% | $6,400-77.4% |
| Admin fee / account holder | $249 | $5,983-95.8% | $5,329-95.3% | $11,426-97.8% |