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 | $123,691 | $138,065-10.4% | $123,544+0.1% | $135,375-8.6% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -1.60% | 153.68%-155.3pp | 119.20%-120.8pp | 519.73%-521.3pp |
| Employer contribution / active EE | $1,154 | $5,151-77.6% | $4,628-75.1% | $4,779-75.9% |
| Participant deferral / active EE | $2,642 | $6,799-61.1% | $6,426-58.9% | $5,609-52.9% |
| Admin fee / account holder | $151 | $10,916-98.6% | $9,284-98.4% | $10,827-98.6% |