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 7-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 | $134,243 | $167,307-19.8% | $143,757-6.6% | $134,475-0.2% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -1.81% | 0.46%-2.3pp | -0.04%-1.8pp | 417.96%-419.8pp |
| Employer contribution / active EE | $1,650 | $5,619-70.6% | $4,951-66.7% | $4,740-65.2% |
| Participant deferral / active EE | $4,875 | $6,446-24.4% | $5,637-13.5% | $6,400-23.8% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |