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 | $70,381 | $82,664-14.9% | $125,339-43.8% | $68,494+2.8% |
| Participation rate | 46.7% | 75.0%-28.4pp | 82.4%-35.7pp | 67.9%-21.2pp |
| Annual return | -18.57% | -5.97%-12.6pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,983 | $3,381-41.4% | $4,814-58.8% | $2,596-23.6% |
| Participant deferral / active EE | $5,685 | $6,110-7.0% | $7,446-23.7% | $4,027+41.2% |
| Admin fee / account holder | $1 | $6,275-100.0% | $10,010-100.0% | $5,403-100.0% |