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 | $73,108 | $95,971-23.8% | $74,550-1.9% | $135,375-46.0% |
| Participation rate | 68.8% | 75.7%-6.9pp | 69.1%-0.4pp | 82.6%-13.9pp |
| Annual return | -8.46% | 56.96%-65.4pp | 32.53%-41.0pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,452 | $2,716-46.5% | $1,961-25.9% | $4,779-69.6% |
| Participant deferral / active EE | $2,256 | $3,843-41.3% | $3,108-27.4% | $5,609-59.8% |
| Admin fee / account holder | $3 | $6,522-100.0% | $5,060-99.9% | $10,827-100.0% |