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 9-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 | $100,169 | $105,860-5.4% | $90,749+10.4% | $134,475-25.5% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -18.69% | -11.01%-7.7pp | -12.16%-6.5pp | 417.96%-436.6pp |
| Employer contribution / active EE | $4,310 | $3,462+24.5% | $2,921+47.6% | $4,740-9.1% |
| Participant deferral / active EE | $8,703 | $5,216+66.9% | $4,564+90.7% | $6,400+36.0% |
| Admin fee / account holder | $29 | $13,938-99.8% | $8,445-99.7% | $11,426-99.7% |