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 | $105,023 | $64,707+62.3% | $112,228-6.4% | $68,494+53.3% |
| Participation rate | 52.9% | 67.2%-14.2pp | 75.1%-22.1pp | 67.9%-14.9pp |
| Annual return | -18.38% | -11.40%-7.0pp | 27.45%-45.8pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,211 | $2,746-19.5% | $3,635-39.2% | $2,596-14.8% |
| Participant deferral / active EE | $5,580 | $3,565+56.5% | $4,728+18.0% | $4,027+38.6% |
| Admin fee / account holder | $298 | $5,232-94.3% | $6,410-95.3% | $5,403-94.5% |