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 | $101,920 | $81,900+24.4% | $119,609-14.8% | $68,494+48.8% |
| Participation rate | 59.4% | 71.9%-12.5pp | 79.3%-19.9pp | 67.9%-8.5pp |
| Annual return | -17.32% | -23.82%+6.5pp | -14.97%-2.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,537 | $2,693-42.9% | $4,232-63.7% | $2,596-40.8% |
| Participant deferral / active EE | $3,504 | $4,148-15.5% | $5,602-37.4% | $4,027-13.0% |
| Admin fee / account holder | $83 | $6,582-98.7% | $10,323-99.2% | $5,403-98.5% |