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 | $87,261 | $211,958-58.8% | $169,463-48.5% | $135,375-35.5% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -0.02% | 3.26%-3.3pp | 1.83%-1.8pp | 519.73%-519.7pp |
| Employer contribution / active EE | $5,647 | $5,120+10.3% | $4,159+35.8% | $4,779+18.2% |
| Participant deferral / active EE | $4,800 | $6,075-21.0% | $5,277-9.0% | $5,609-14.4% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |