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 | $146,965 | $67,331+118.3% | $60,874+141.4% | $134,475+9.3% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.1%-48.1pp | 81.2%-56.2pp |
| Annual return | -15.58% | 49.93%-65.5pp | 16.90%-32.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $909 | $3,096-70.6% | $2,701-66.4% | $4,740-80.8% |
| Participant deferral / active EE | $6,750 | $4,538+48.7% | $3,817+76.9% | $6,400+5.5% |
| Admin fee / account holder | $45 | $4,582-99.0% | $3,224-98.6% | $11,426-99.6% |