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 | $119,786 | $95,862+25.0% | $79,550+50.6% | $134,475-10.9% |
| Participation rate | 68.8% | 75.0%-6.3pp | 69.5%-0.7pp | 81.2%-12.5pp |
| Annual return | -15.74% | -2.69%-13.1pp | 0.16%-15.9pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,712 | $3,128-45.3% | $2,413-29.1% | $4,740-63.9% |
| Participant deferral / active EE | $2,659 | $4,693-43.3% | $3,985-33.3% | $6,400-58.5% |
| Admin fee / account holder | $42 | $9,126-99.5% | $6,832-99.4% | $11,426-99.6% |