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 | $80,007 | $142,344-43.8% | $119,609-33.1% | $134,475-40.5% |
| Participation rate | 57.9% | 82.8%-24.9pp | 79.3%-21.4pp | 81.2%-23.3pp |
| Annual return | -17.33% | -12.44%-4.9pp | -14.97%-2.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,407 | $5,222-53.9% | $4,232-43.1% | $4,740-49.2% |
| Participant deferral / active EE | $3,714 | $6,469-42.6% | $5,602-33.7% | $6,400-42.0% |
| Admin fee / account holder | $180 | $13,584-98.7% | $10,323-98.3% | $11,426-98.4% |