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 | $63,700 | $69,010-7.7% | $159,960-60.2% | $68,494-7.0% |
| Participation rate | 64.3% | 65.4%-1.1pp | 78.0%-13.7pp | 67.9%-3.6pp |
| Annual return | -14.61% | -9.65%-5.0pp | 408.60%-423.2pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,510 | $2,213+13.4% | $4,226-40.6% | $2,596-3.3% |
| Participant deferral / active EE | $5,698 | $4,212+35.3% | $6,182-7.8% | $4,027+41.5% |
| Admin fee / account holder | $169 | $4,798-96.5% | $8,698-98.1% | $5,403-96.9% |