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 | $87,298 | $167,307-47.8% | $143,757-39.3% | $134,475-35.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -16.63% | 0.46%-17.1pp | -0.04%-16.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,200 | $5,619-78.6% | $4,951-75.8% | $4,740-74.7% |
| Participant deferral / active EE | $3,643 | $6,446-43.5% | $5,637-35.4% | $6,400-43.1% |
| Admin fee / account holder | $221 | $18,088-98.8% | $14,673-98.5% | $11,426-98.1% |