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 | $103,909 | $158,817-34.6% | $121,196-14.3% | $135,375-23.2% |
| Participation rate | 25.0% | 79.3%-54.3pp | 71.7%-46.7pp | 82.6%-57.6pp |
| Annual return | -5.71% | -0.64%-5.1pp | 16.93%-22.6pp | 519.73%-525.4pp |
| Employer contribution / active EE | $120 | $5,665-97.9% | $4,022-97.0% | $4,779-97.5% |
| Participant deferral / active EE | $1,497 | $4,005-62.6% | $3,344-55.2% | $5,609-73.3% |
| Admin fee / account holder | $20 | $6,512-99.7% | $5,019-99.6% | $10,827-99.8% |