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 | $40,036 | $71,883-44.3% | $86,677-53.8% | $68,494-41.5% |
| Participation rate | 66.0% | 72.2%-6.3pp | 76.6%-10.6pp | 67.9%-1.9pp |
| Annual return | -18.45% | 3.52%-22.0pp | 35.91%-54.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,520 | $2,173-30.1% | $2,836-46.4% | $2,596-41.5% |
| Participant deferral / active EE | $5,327 | $3,779+41.0% | $4,656+14.4% | $4,027+32.3% |
| Admin fee / account holder | $7 | $6,112-99.9% | $7,493-99.9% | $5,403-99.9% |