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 | $82,378 | $167,484-50.8% | $151,611-45.7% | $134,475-38.7% |
| Participation rate | 37.5% | 88.4%-50.9pp | 87.5%-50.0pp | 81.2%-43.7pp |
| Annual return | -5.42% | 7.80%-13.2pp | 3.33%-8.7pp | 417.96%-423.4pp |
| Employer contribution / active EE | $1,625 | $6,829-76.2% | $6,166-73.6% | $4,740-65.7% |
| Participant deferral / active EE | $3,250 | $8,986-63.8% | $8,363-61.1% | $6,400-49.2% |
| Admin fee / account holder | $9 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |