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 | $96,434 | $46,674+106.6% | $117,472-17.9% | $68,494+40.8% |
| Participation rate | 30.7% | 56.8%-26.1pp | 70.6%-39.9pp | 67.9%-37.2pp |
| Annual return | -16.30% | -14.52%-1.8pp | 29.74%-46.0pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,410 | $1,505-6.3% | $4,176-66.2% | $2,596-45.7% |
| Participant deferral / active EE | $2,891 | $2,636+9.6% | $4,070-29.0% | $4,027-28.2% |
| Admin fee / account holder | $267 | $4,020-93.4% | $5,645-95.3% | $5,403-95.1% |