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 9-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 | $60,345 | $211,958-71.5% | $169,463-64.4% | $135,375-55.4% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -8.45% | 3.26%-11.7pp | 1.83%-10.3pp | 519.73%-528.2pp |
| Employer contribution / active EE | $13,486 | $5,120+163.4% | $4,159+224.3% | $4,779+182.2% |
| Participant deferral / active EE | $12,984 | $6,075+113.7% | $5,277+146.1% | $5,609+131.5% |
| Admin fee / account holder | $42 | $11,471-99.6% | $9,109-99.5% | $10,827-99.6% |