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 | $103,262 | $158,817-35.0% | $121,196-14.8% | $135,375-23.7% |
| Participation rate | 33.3% | 79.3%-46.0pp | 71.7%-38.4pp | 82.6%-49.3pp |
| Annual return | -8.63% | -0.64%-8.0pp | 16.93%-25.6pp | 519.73%-528.4pp |
| Employer contribution / active EE | $219 | $5,665-96.1% | $4,022-94.6% | $4,779-95.4% |
| Participant deferral / active EE | $3,230 | $4,005-19.3% | $3,344-3.4% | $5,609-42.4% |
| Admin fee / account holder | $30 | $6,512-99.5% | $5,019-99.4% | $10,827-99.7% |