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 | $106,906 | $113,935-6.2% | $94,224+13.5% | $125,391-14.7% |
| Participation rate | 63.6% | 82.9%-19.3pp | 78.8%-15.1pp | 83.2%-19.6pp |
| Annual return | -1.17% | 5.29%-6.5pp | 10.68%-11.9pp | 282.22%-283.4pp |
| Employer contribution / active EE | $2,542 | $4,727-46.2% | $3,587-29.1% | $4,866-47.8% |
| Participant deferral / active EE | $4,545 | $5,179-12.2% | $4,320+5.2% | $5,352-15.1% |
| Admin fee / account holder | $221 | $8,391-97.4% | $6,269-96.5% | $9,540-97.7% |