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 | $94,589 | $92,222+2.6% | $76,768+23.2% | $135,375-30.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -4.69% | 5.46%-10.2pp | 2.43%-7.1pp | 519.73%-524.4pp |
| Employer contribution / active EE | $2,167 | $3,216-32.6% | $2,485-12.8% | $4,779-54.7% |
| Participant deferral / active EE | $8,672 | $4,509+92.4% | $3,852+125.2% | $5,609+54.6% |
| Admin fee / account holder | $27 | $10,748-99.7% | $6,675-99.6% | $10,827-99.7% |