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 | $107,703 | $56,357+91.1% | $104,294+3.3% | $68,494+57.2% |
| Participation rate | 65.7% | 63.3%+2.5pp | 73.3%-7.5pp | 67.9%-2.2pp |
| Annual return | -17.86% | -9.19%-8.7pp | 24.61%-42.5pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,454 | $1,960-25.8% | $3,372-56.9% | $2,596-44.0% |
| Participant deferral / active EE | $4,260 | $3,077+38.4% | $4,625-7.9% | $4,027+5.8% |
| Admin fee / account holder | $201 | $4,903-95.9% | $7,339-97.3% | $5,403-96.3% |