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 | $51,612 | $138,044-62.6% | $125,339-58.8% | $134,475-61.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -19.33% | 750.33%-769.7pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,764 | $5,243-66.4% | $4,814-63.4% | $4,740-62.8% |
| Participant deferral / active EE | $4,822 | $7,799-38.2% | $7,446-35.2% | $6,400-24.7% |
| Admin fee / account holder | $226 | $11,571-98.0% | $10,010-97.7% | $11,426-98.0% |