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 | $88,668 | $89,753-1.2% | $107,525-17.5% | $84,808+4.6% |
| Participation rate | 45.5% | 68.1%-22.6pp | 75.1%-29.6pp | 68.3%-22.9pp |
| Annual return | 15.57% | 29.48%-13.9pp | 181.32%-165.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,542 | $3,113-50.5% | $3,754-58.9% | $2,631-41.4% |
| Participant deferral / active EE | $1,817 | $4,056-55.2% | $5,116-64.5% | $4,212-56.9% |
| Admin fee / account holder | $26 | $7,222-99.6% | $8,919-99.7% | $7,344-99.6% |