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 | $39,302 | $117,690-66.6% | $71,735-45.2% | $134,475-70.8% |
| Participation rate | 52.6% | 68.8%-16.2pp | 62.3%-9.7pp | 81.2%-28.6pp |
| Annual return | -16.82% | 25.44%-42.3pp | 9.14%-26.0pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,218 | $2,525-51.7% | $1,704-28.5% | $4,740-74.3% |
| Participant deferral / active EE | $3,458 | $3,759-8.0% | $2,658+30.1% | $6,400-46.0% |
| Admin fee / account holder | $56 | $6,379-99.1% | $3,974-98.6% | $11,426-99.5% |