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 | $64,983 | $56,484+15.0% | $169,463-61.7% | $64,186+1.2% |
| Participation rate | 50.6% | 64.5%-14.0pp | 77.8%-27.2pp | 69.6%-19.0pp |
| Annual return | -4.17% | -1.55%-2.6pp | 1.83%-6.0pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,204 | $1,832-34.3% | $4,159-71.0% | $2,381-49.4% |
| Participant deferral / active EE | $2,403 | $3,448-30.3% | $5,277-54.5% | $3,470-30.7% |
| Admin fee / account holder | $282 | $4,174-93.2% | $9,109-96.9% | $4,888-94.2% |