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 | $174,382 | $211,958-17.7% | $169,463+2.9% | $135,375+28.8% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -9.16% | 3.26%-12.4pp | 1.83%-11.0pp | 519.73%-528.9pp |
| Employer contribution / active EE | $3,671 | $5,120-28.3% | $4,159-11.7% | $4,779-23.2% |
| Participant deferral / active EE | $10,750 | $6,075+77.0% | $5,277+103.7% | $5,609+91.7% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |