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 | $18,665 | $97,757-80.9% | $83,848-77.7% | $135,375-86.2% |
| Participation rate | 64.3% | 80.0%-15.7pp | 76.1%-11.9pp | 82.6%-18.4pp |
| Annual return | -6.21% | 1287.37%-1293.6pp | 850.88%-857.1pp | 519.73%-525.9pp |
| Employer contribution / active EE | $724 | $4,222-82.9% | $3,631-80.1% | $4,779-84.9% |
| Participant deferral / active EE | $2,041 | $4,682-56.4% | $4,082-50.0% | $5,609-63.6% |
| Admin fee / account holder | $186 | $6,674-97.2% | $5,478-96.6% | $10,827-98.3% |