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 | $64,655 | $27,641+133.9% | $61,373+5.3% | $68,494-5.6% |
| Participation rate | 41.2% | 39.5%+1.7pp | 52.6%-11.4pp | 67.9%-26.7pp |
| Annual return | -19.57% | -13.24%-6.3pp | 338.61%-358.2pp | -7.84%-11.7pp |
| Employer contribution / active EE | $766 | $695+10.1% | $1,159-33.9% | $2,596-70.5% |
| Participant deferral / active EE | $1,292 | $1,263+2.3% | $2,125-39.2% | $4,027-67.9% |
| Admin fee / account holder | $262 | $2,010-87.0% | $2,130-87.7% | $5,403-95.2% |