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 | $97,590 | $133,958-27.1% | $112,228-13.0% | $134,475-27.4% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -19.86% | 47.11%-67.0pp | 27.45%-47.3pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,562 | $4,038-61.3% | $3,635-57.0% | $4,740-67.0% |
| Participant deferral / active EE | $4,617 | $5,291-12.7% | $4,728-2.4% | $6,400-27.9% |
| Admin fee / account holder | $5 | $7,489-99.9% | $6,410-99.9% | $11,426-100.0% |