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 | $22,250 | $56,484-60.6% | $169,463-86.9% | $64,186-65.3% |
| Participation rate | 67.6% | 64.5%+3.1pp | 77.8%-10.1pp | 69.6%-1.9pp |
| Annual return | -7.08% | -1.55%-5.5pp | 1.83%-8.9pp | 7.63%-14.7pp |
| Employer contribution / active EE | $795 | $1,832-56.6% | $4,159-80.9% | $2,381-66.6% |
| Participant deferral / active EE | $1,696 | $3,448-50.8% | $5,277-67.9% | $3,470-51.1% |
| Admin fee / account holder | $292 | $4,174-93.0% | $9,109-96.8% | $4,888-94.0% |