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 | $55,700 | $167,307-66.7% | $143,757-61.3% | $134,475-58.6% |
| Participation rate | 58.3% | 84.8%-26.5pp | 80.3%-22.0pp | 81.2%-22.9pp |
| Annual return | -19.53% | 0.46%-20.0pp | -0.04%-19.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,445 | $5,619-56.5% | $4,951-50.6% | $4,740-48.4% |
| Participant deferral / active EE | $5,605 | $6,446-13.0% | $5,637-0.6% | $6,400-12.4% |
| Admin fee / account holder | $19 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |