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 | $60,226 | $133,958-55.0% | $112,228-46.3% | $134,475-55.2% |
| Participation rate | 53.8% | 78.6%-24.7pp | 75.1%-21.2pp | 81.2%-27.4pp |
| Annual return | -19.93% | 47.11%-67.0pp | 27.45%-47.4pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,049 | $4,038-74.0% | $3,635-71.1% | $4,740-77.9% |
| Participant deferral / active EE | $1,937 | $5,291-63.4% | $4,728-59.0% | $6,400-69.7% |
| Admin fee / account holder | $255 | $7,489-96.6% | $6,410-96.0% | $11,426-97.8% |