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 | $87,586 | $45,863+91.0% | $77,024+13.7% | $68,494+27.9% |
| Participation rate | 28.6% | 55.9%-27.3pp | 67.9%-39.3pp | 67.9%-39.3pp |
| Annual return | -12.72% | 1.72%-14.4pp | 42.32%-55.0pp | -7.84%-4.9pp |
| Employer contribution / active EE | $422 | $1,650-74.4% | $2,812-85.0% | $2,596-83.7% |
| Participant deferral / active EE | $1,359 | $2,962-54.1% | $4,426-69.3% | $4,027-66.3% |
| Admin fee / account holder | -$197 | $3,041-106.5% | $5,425-103.6% | $5,403-103.7% |