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 5-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 | $112,099 | $167,307-33.0% | $143,757-22.0% | $134,475-16.6% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -14.93% | 0.46%-15.4pp | -0.04%-14.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,746 | $5,619-68.9% | $4,951-64.7% | $4,740-63.2% |
| Participant deferral / active EE | $2,467 | $6,446-61.7% | $5,637-56.2% | $6,400-61.5% |
| Admin fee / account holder | $70 | $18,088-99.6% | $14,673-99.5% | $11,426-99.4% |