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 | $105,336 | $152,509-30.9% | $117,472-10.3% | $134,475-21.7% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -16.46% | 52.99%-69.4pp | 29.74%-46.2pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,923 | $5,571-65.5% | $4,176-54.0% | $4,740-59.4% |
| Participant deferral / active EE | $7,871 | $4,818+63.4% | $4,070+93.4% | $6,400+23.0% |
| Admin fee / account holder | $184 | $7,004-97.4% | $5,645-96.7% | $11,426-98.4% |