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 | $109,922 | $100,754+9.1% | $86,677+26.8% | $134,475-18.3% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -15.37% | 29.04%-44.4pp | 35.91%-51.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $5,919 | $3,489+69.6% | $2,836+108.7% | $4,740+24.9% |
| Participant deferral / active EE | $11,067 | $5,338+107.3% | $4,656+137.7% | $6,400+72.9% |
| Admin fee / account holder | $44 | $10,926-99.6% | $7,493-99.4% | $11,426-99.6% |