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 | $80,384 | $105,860-24.1% | $90,749-11.4% | $134,475-40.2% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | -17.47% | -11.01%-6.5pp | -12.16%-5.3pp | 417.96%-435.4pp |
| Employer contribution / active EE | $779 | $3,462-77.5% | $2,921-73.3% | $4,740-83.6% |
| Participant deferral / active EE | $4,076 | $5,216-21.9% | $4,564-10.7% | $6,400-36.3% |
| Admin fee / account holder | $224 | $13,938-98.4% | $8,445-97.3% | $11,426-98.0% |