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 | $26,096 | $76,000-65.7% | $154,107-83.1% | $64,186-59.3% |
| Participation rate | 59.0% | 70.4%-11.4pp | 83.0%-24.1pp | 69.6%-10.6pp |
| Annual return | -7.71% | 30.32%-38.0pp | 735.12%-742.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,171 | $3,351-35.2% | $5,298-59.0% | $2,381-8.8% |
| Participant deferral / active EE | $3,525 | $3,175+11.0% | $5,081-30.6% | $3,470+1.6% |
| Admin fee / account holder | $194 | $5,596-96.5% | $13,411-98.6% | $4,888-96.0% |