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 8-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 | $123,533 | $167,307-26.2% | $143,757-14.1% | $134,475-8.1% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -19.94% | 0.46%-20.4pp | -0.04%-19.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,952 | $5,619-47.5% | $4,951-40.4% | $4,740-37.7% |
| Participant deferral / active EE | $9,420 | $6,446+46.1% | $5,637+67.1% | $6,400+47.2% |
| Admin fee / account holder | $24 | $18,088-99.9% | $14,673-99.8% | $11,426-99.8% |