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 | $93,328 | $92,222+1.2% | $76,768+21.6% | $135,375-31.1% |
| Participation rate | 36.4% | 79.8%-43.4pp | 77.0%-40.6pp | 82.6%-46.3pp |
| Annual return | -7.97% | 5.46%-13.4pp | 2.43%-10.4pp | 519.73%-527.7pp |
| Employer contribution / active EE | $813 | $3,216-74.7% | $2,485-67.3% | $4,779-83.0% |
| Participant deferral / active EE | $1,502 | $4,509-66.7% | $3,852-61.0% | $5,609-73.2% |
| Admin fee / account holder | $15 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |