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 | $21,306 | $56,357-62.2% | $104,294-79.6% | $68,494-68.9% |
| Participation rate | 66.7% | 63.3%+3.4pp | 73.3%-6.6pp | 67.9%-1.2pp |
| Annual return | -13.09% | -9.19%-3.9pp | 24.61%-37.7pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,271 | $1,960-35.2% | $3,372-62.3% | $2,596-51.1% |
| Participant deferral / active EE | $1,781 | $3,077-42.1% | $4,625-61.5% | $4,027-55.8% |
| Admin fee / account holder | $50 | $4,903-99.0% | $7,339-99.3% | $5,403-99.1% |