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 | $17,178 | $43,723-60.7% | $121,196-85.8% | $64,186-73.2% |
| Participation rate | 68.6% | 58.3%+10.2pp | 71.7%-3.2pp | 69.6%-1.0pp |
| Annual return | -6.32% | 68.91%-75.2pp | 16.93%-23.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,736 | $1,296+33.9% | $4,022-56.8% | $2,381-27.1% |
| Participant deferral / active EE | $2,057 | $2,280-9.8% | $3,344-38.5% | $3,470-40.7% |
| Admin fee / account holder | $17 | $3,501-99.5% | $5,019-99.7% | $4,888-99.7% |