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 | $109,045 | $59,107+84.5% | $86,436+26.2% | $68,494+59.2% |
| Participation rate | 68.6% | 75.2%-6.7pp | 80.3%-11.8pp | 67.9%+0.7pp |
| Annual return | 1.93% | -0.23%+2.2pp | 4394.89%-4393.0pp | -7.84%+9.8pp |
| Employer contribution / active EE | $3,421 | $2,519+35.8% | $3,769-9.2% | $2,596+31.7% |
| Participant deferral / active EE | $8,137 | $5,901+37.9% | $6,952+17.1% | $4,027+102.1% |
| Admin fee / account holder | $219 | $5,637-96.1% | $6,731-96.7% | $5,403-95.9% |