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 | $63,603 | $190,805-66.7% | $159,960-60.2% | $134,475-52.7% |
| Participation rate | 60.9% | 81.9%-21.1pp | 78.0%-17.1pp | 81.2%-20.4pp |
| Annual return | -18.03% | 552.23%-570.3pp | 408.60%-426.6pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,111 | $4,995-77.8% | $4,226-73.7% | $4,740-76.6% |
| Participant deferral / active EE | $2,092 | $6,923-69.8% | $6,182-66.2% | $6,400-67.3% |
| Admin fee / account holder | $13 | $10,471-99.9% | $8,698-99.8% | $11,426-99.9% |