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 | $50,681 | $152,509-66.8% | $117,472-56.9% | $134,475-62.3% |
| Participation rate | 63.6% | 77.1%-13.4pp | 70.6%-7.0pp | 81.2%-17.6pp |
| Annual return | -14.74% | 52.99%-67.7pp | 29.74%-44.5pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,157 | $5,571-79.2% | $4,176-72.3% | $4,740-75.6% |
| Participant deferral / active EE | $1,235 | $4,818-74.4% | $4,070-69.7% | $6,400-80.7% |
| Admin fee / account holder | $19 | $7,004-99.7% | $5,645-99.7% | $11,426-99.8% |