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 | $43,303 | $127,386-66.0% | $115,037-62.4% | $125,391-65.5% |
| Participation rate | 54.5% | 84.2%-29.6pp | 81.4%-26.8pp | 83.2%-28.6pp |
| Annual return | -0.76% | 31.28%-32.0pp | 26.14%-26.9pp | 282.22%-283.0pp |
| Employer contribution / active EE | $1,396 | $5,166-73.0% | $4,608-69.7% | $4,866-71.3% |
| Participant deferral / active EE | $5,856 | $6,423-8.8% | $6,026-2.8% | $5,352+9.4% |
| Admin fee / account holder | $108 | $9,516-98.9% | $8,175-98.7% | $9,540-98.9% |