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 | $54,559 | $131,829-58.6% | $108,579-49.8% | $273,961-80.1% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 5.83% | -91.57%+97.4pp | -51.70%+57.5pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,349 | $4,912-72.5% | $3,758-64.1% | $4,869-72.3% |
| Participant deferral / active EE | $2,618 | $5,127-48.9% | $4,311-39.3% | $5,287-50.5% |
| Admin fee / account holder | $128 | $10,252-98.7% | $7,645-98.3% | $10,132-98.7% |