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 | $139,341 | $27,641+404.1% | $61,373+127.0% | $68,494+103.4% |
| Participation rate | 19.1% | 39.5%-20.3pp | 52.6%-33.4pp | 67.9%-48.7pp |
| Annual return | -11.28% | -13.24%+2.0pp | 338.61%-349.9pp | -7.84%-3.4pp |
| Employer contribution / active EE | $559 | $695-19.6% | $1,159-51.8% | $2,596-78.5% |
| Participant deferral / active EE | $2,304 | $1,263+82.4% | $2,125+8.4% | $4,027-42.8% |
| Admin fee / account holder | $209 | $2,010-89.6% | $2,130-90.2% | $5,403-96.1% |