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 | $80,581 | $127,386-36.7% | $115,037-30.0% | $125,391-35.7% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -0.43% | 31.28%-31.7pp | 26.14%-26.6pp | 282.22%-282.7pp |
| Employer contribution / active EE | $1,737 | $5,166-66.4% | $4,608-62.3% | $4,866-64.3% |
| Participant deferral / active EE | $4,525 | $6,423-29.6% | $6,026-24.9% | $5,352-15.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |