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 | $125,287 | $142,344-12.0% | $119,609+4.7% | $134,475-6.8% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -14.69% | -12.44%-2.2pp | -14.97%+0.3pp | 417.96%-432.7pp |
| Employer contribution / active EE | $3,490 | $5,222-33.2% | $4,232-17.5% | $4,740-26.4% |
| Participant deferral / active EE | $5,485 | $6,469-15.2% | $5,602-2.1% | $6,400-14.3% |
| Admin fee / account holder | $30 | $13,584-99.8% | $10,323-99.7% | $11,426-99.7% |