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 | $89,376 | $54,350+64.4% | $82,719+8.0% | $68,494+30.5% |
| Participation rate | 48.7% | 63.9%-15.2pp | 72.6%-23.8pp | 67.9%-19.2pp |
| Annual return | -17.04% | -13.67%-3.4pp | 701.18%-718.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,864 | $2,218-16.0% | $3,009-38.0% | $2,596-28.2% |
| Participant deferral / active EE | $4,825 | $3,246+48.6% | $4,395+9.8% | $4,027+19.8% |
| Admin fee / account holder | $38 | $4,395-99.1% | $5,329-99.3% | $5,403-99.3% |