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 | $114,413 | $127,386-10.2% | $115,037-0.5% | $125,391-8.8% |
| Participation rate | 56.3% | 84.2%-27.9pp | 81.4%-25.1pp | 83.2%-26.9pp |
| Annual return | -1.70% | 31.28%-33.0pp | 26.14%-27.8pp | 282.22%-283.9pp |
| Employer contribution / active EE | $5,733 | $5,166+11.0% | $4,608+24.4% | $4,866+17.8% |
| Participant deferral / active EE | $8,072 | $6,423+25.7% | $6,026+33.9% | $5,352+50.8% |
| Admin fee / account holder | $213 | $9,516-97.8% | $8,175-97.4% | $9,540-97.8% |