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 | $63,303 | $95,862-34.0% | $79,550-20.4% | $134,475-52.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -12.11% | -2.69%-9.4pp | 0.16%-12.3pp | 417.96%-430.1pp |
| Employer contribution / active EE | $1,221 | $3,128-61.0% | $2,413-49.4% | $4,740-74.2% |
| Participant deferral / active EE | $4,930 | $4,693+5.0% | $3,985+23.7% | $6,400-23.0% |
| Admin fee / account holder | $21 | $9,126-99.8% | $6,832-99.7% | $11,426-99.8% |