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 | $102,515 | $82,664+24.0% | $125,339-18.2% | $68,494+49.7% |
| Participation rate | 13.2% | 75.0%-61.9pp | 82.4%-69.2pp | 67.9%-54.7pp |
| Annual return | -18.29% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $3,713 | $3,381+9.8% | $4,814-22.9% | $2,596+43.0% |
| Participant deferral / active EE | $5,187 | $6,110-15.1% | $7,446-30.3% | $4,027+28.8% |
| Admin fee / account holder | $164 | $6,275-97.4% | $10,010-98.4% | $5,403-97.0% |