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 | $81,447 | $95,971-15.1% | $74,550+9.3% | $135,375-39.8% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -6.54% | 56.96%-63.5pp | 32.53%-39.1pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,133 | $2,716-58.3% | $1,961-42.2% | $4,779-76.3% |
| Participant deferral / active EE | $2,833 | $3,843-26.3% | $3,108-8.8% | $5,609-49.5% |
| Admin fee / account holder | $109 | $6,522-98.3% | $5,060-97.8% | $10,827-99.0% |