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 | $74,556 | $167,307-55.4% | $143,757-48.1% | $134,475-44.6% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -16.50% | 0.46%-17.0pp | -0.04%-16.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $3,209 | $5,619-42.9% | $4,951-35.2% | $4,740-32.3% |
| Participant deferral / active EE | $3,932 | $6,446-39.0% | $5,637-30.2% | $6,400-38.6% |
| Admin fee / account holder | $289 | $18,088-98.4% | $14,673-98.0% | $11,426-97.5% |