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 | $61,895 | $127,386-51.4% | $115,037-46.2% | $125,391-50.6% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -1.07% | 31.28%-32.4pp | 26.14%-27.2pp | 282.22%-283.3pp |
| Employer contribution / active EE | $2,062 | $5,166-60.1% | $4,608-55.2% | $4,866-57.6% |
| Participant deferral / active EE | $6,233 | $6,423-3.0% | $6,026+3.4% | $5,352+16.5% |
| Admin fee / account holder | -$47 | $9,516-100.5% | $8,175-100.6% | $9,540-100.5% |