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 | $109,391 | $93,024+17.6% | $77,024+42.0% | $134,475-18.7% |
| Participation rate | 54.5% | 74.5%-19.9pp | 67.9%-13.4pp | 81.2%-26.7pp |
| Annual return | -17.99% | 62.60%-80.6pp | 42.32%-60.3pp | 417.96%-436.0pp |
| Employer contribution / active EE | $937 | $3,418-72.6% | $2,812-66.7% | $4,740-80.2% |
| Participant deferral / active EE | $6,003 | $5,238+14.6% | $4,426+35.6% | $6,400-6.2% |
| Admin fee / account holder | $216 | $6,944-96.9% | $5,425-96.0% | $11,426-98.1% |