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 7-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 | $34,265 | $138,044-75.2% | $125,339-72.7% | $134,475-74.5% |
| Participation rate | 57.1% | 84.5%-27.3pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -19.02% | 750.33%-769.3pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,236 | $5,243-76.4% | $4,814-74.3% | $4,740-73.9% |
| Participant deferral / active EE | $6,518 | $7,799-16.4% | $7,446-12.5% | $6,400+1.8% |
| Admin fee / account holder | $43 | $11,571-99.6% | $10,010-99.6% | $11,426-99.6% |