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 | $100,464 | $138,044-27.2% | $125,339-19.8% | $134,475-25.3% |
| Participation rate | 31.8% | 84.5%-52.7pp | 82.4%-50.6pp | 81.2%-49.4pp |
| Annual return | -14.20% | 750.33%-764.5pp | 572.05%-586.3pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,127 | $5,243-78.5% | $4,814-76.6% | $4,740-76.2% |
| Participant deferral / active EE | $2,904 | $7,799-62.8% | $7,446-61.0% | $6,400-54.6% |
| Admin fee / account holder | $205 | $11,571-98.2% | $10,010-98.0% | $11,426-98.2% |