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 | $106,757 | $85,790+24.4% | $67,313+58.6% | $135,375-21.1% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.1%-2.4pp | 82.6%-16.0pp |
| Annual return | -7.43% | -0.54%-6.9pp | -4.08%-3.4pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,391 | $3,487-60.1% | $2,566-45.8% | $4,779-70.9% |
| Participant deferral / active EE | $15,982 | $4,651+243.6% | $3,568+347.9% | $5,609+184.9% |
| Admin fee / account holder | $286 | $6,392-95.5% | $4,507-93.7% | $10,827-97.4% |