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 | $123,431 | $56,357+119.0% | $104,294+18.3% | $68,494+80.2% |
| Participation rate | 36.7% | 63.3%-26.6pp | 73.3%-36.6pp | 67.9%-31.2pp |
| Annual return | -16.02% | -9.19%-6.8pp | 24.61%-40.6pp | -7.84%-8.2pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,675 | $3,077-45.6% | $4,625-63.8% | $4,027-58.4% |
| Admin fee / account holder | $0 | $4,903-100.0% | $7,339-100.0% | $5,403-100.0% |