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 | $43,837 | $100,754-56.5% | $86,677-49.4% | $134,475-67.4% |
| Participation rate | 56.3% | 78.9%-22.7pp | 76.6%-20.3pp | 81.2%-25.0pp |
| Annual return | -17.62% | 29.04%-46.7pp | 35.91%-53.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $3,108 | $3,489-10.9% | $2,836+9.6% | $4,740-34.4% |
| Participant deferral / active EE | $6,199 | $5,338+16.1% | $4,656+33.1% | $6,400-3.1% |
| Admin fee / account holder | $44 | $10,926-99.6% | $7,493-99.4% | $11,426-99.6% |