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 | $90,006 | $105,860-15.0% | $90,749-0.8% | $134,475-33.1% |
| Participation rate | 41.7% | 78.2%-36.6pp | 75.7%-34.0pp | 81.2%-39.6pp |
| Annual return | -13.43% | -11.01%-2.4pp | -12.16%-1.3pp | 417.96%-431.4pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,643 | $5,216-68.5% | $4,564-64.0% | $6,400-74.3% |
| Admin fee / account holder | $285 | $13,938-98.0% | $8,445-96.6% | $11,426-97.5% |