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 | $91,295 | $138,065-33.9% | $123,544-26.1% | $135,375-32.6% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -3.90% | 153.68%-157.6pp | 119.20%-123.1pp | 519.73%-523.6pp |
| Employer contribution / active EE | $3,848 | $5,151-25.3% | $4,628-16.8% | $4,779-19.5% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $44 | $10,916-99.6% | $9,284-99.5% | $10,827-99.6% |