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 | $109,233 | $129,942-15.9% | $104,294+4.7% | $134,475-18.8% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -15.50% | 42.03%-57.5pp | 24.61%-40.1pp | 417.96%-433.5pp |
| Employer contribution / active EE | $917 | $4,184-78.1% | $3,372-72.8% | $4,740-80.6% |
| Participant deferral / active EE | $8,117 | $5,588+45.3% | $4,625+75.5% | $6,400+26.8% |
| Admin fee / account holder | $15 | $9,323-99.8% | $7,339-99.8% | $11,426-99.9% |