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 | $74,663 | $54,350+37.4% | $82,719-9.7% | $68,494+9.0% |
| Participation rate | 56.0% | 63.9%-7.9pp | 72.6%-16.6pp | 67.9%-11.9pp |
| Annual return | -1.98% | -13.67%+11.7pp | 701.18%-703.2pp | -7.84%+5.9pp |
| Employer contribution / active EE | $632 | $2,218-71.5% | $3,009-79.0% | $2,596-75.7% |
| Participant deferral / active EE | $1,428 | $3,246-56.0% | $4,395-67.5% | $4,027-64.5% |
| Admin fee / account holder | $88 | $4,395-98.0% | $5,329-98.3% | $5,403-98.4% |