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 | $30,761 | $133,958-77.0% | $112,228-72.6% | $134,475-77.1% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -13.58% | 47.11%-60.7pp | 27.45%-41.0pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,223 | $4,038-44.9% | $3,635-38.8% | $4,740-53.1% |
| Participant deferral / active EE | $2,813 | $5,291-46.8% | $4,728-40.5% | $6,400-56.1% |
| Admin fee / account holder | $102 | $7,489-98.6% | $6,410-98.4% | $11,426-99.1% |