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 | $63,678 | $45,863+38.8% | $77,024-17.3% | $68,494-7.0% |
| Participation rate | 52.1% | 55.9%-3.8pp | 67.9%-15.8pp | 67.9%-15.8pp |
| Annual return | -15.47% | 1.72%-17.2pp | 42.32%-57.8pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,381 | $1,650-16.3% | $2,812-50.9% | $2,596-46.8% |
| Participant deferral / active EE | $3,220 | $2,962+8.7% | $4,426-27.3% | $4,027-20.0% |
| Admin fee / account holder | $265 | $3,041-91.3% | $5,425-95.1% | $5,403-95.1% |