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 | $84,108 | $105,860-20.5% | $90,749-7.3% | $134,475-37.5% |
| Participation rate | 62.5% | 78.2%-15.7pp | 75.7%-13.2pp | 81.2%-18.7pp |
| Annual return | -15.02% | -11.01%-4.0pp | -12.16%-2.9pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,277 | $3,462-63.1% | $2,921-56.3% | $4,740-73.1% |
| Participant deferral / active EE | $4,301 | $5,216-17.5% | $4,564-5.8% | $6,400-32.8% |
| Admin fee / account holder | $4 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |