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 | $32,671 | $127,386-74.4% | $115,037-71.6% | $125,391-73.9% |
| 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 | $1,807 | $5,166-65.0% | $4,608-60.8% | $4,866-62.9% |
| Participant deferral / active EE | $6,856 | $6,423+6.7% | $6,026+13.8% | $5,352+28.1% |
| Admin fee / account holder | $98 | $9,516-99.0% | $8,175-98.8% | $9,540-99.0% |