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 | $108,057 | $138,065-21.7% | $123,544-12.5% | $135,375-20.2% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -7.24% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,353 | $5,151-54.3% | $4,628-49.2% | $4,779-50.8% |
| Participant deferral / active EE | $6,073 | $6,799-10.7% | $6,426-5.5% | $5,609+8.3% |
| Admin fee / account holder | $144 | $10,916-98.7% | $9,284-98.5% | $10,827-98.7% |