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 | $71,264 | $62,586+13.9% | $76,768-7.2% | $64,186+11.0% |
| Participation rate | 45.7% | 72.8%-27.1pp | 77.0%-31.2pp | 69.6%-23.9pp |
| Annual return | -3.91% | -1.95%-2.0pp | 2.43%-6.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,505 | $1,832-17.9% | $2,485-39.4% | $2,381-36.8% |
| Participant deferral / active EE | $2,089 | $3,145-33.6% | $3,852-45.8% | $3,470-39.8% |
| Admin fee / account holder | $32 | $4,667-99.3% | $6,675-99.5% | $4,888-99.3% |