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 | $54,228 | $92,222-41.2% | $76,768-29.4% | $135,375-59.9% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -5.44% | 5.46%-10.9pp | 2.43%-7.9pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,090 | $3,216-35.0% | $2,485-15.9% | $4,779-56.3% |
| Participant deferral / active EE | $4,366 | $4,509-3.2% | $3,852+13.4% | $5,609-22.2% |
| Admin fee / account holder | $201 | $10,748-98.1% | $6,675-97.0% | $10,827-98.1% |