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 | $46,793 | $152,509-69.3% | $117,472-60.2% | $134,475-65.2% |
| Participation rate | 55.0% | 77.1%-22.1pp | 70.6%-15.6pp | 81.2%-26.2pp |
| Annual return | -16.76% | 52.99%-69.8pp | 29.74%-46.5pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,043 | $5,571-81.3% | $4,176-75.0% | $4,740-78.0% |
| Participant deferral / active EE | $1,241 | $4,818-74.2% | $4,070-69.5% | $6,400-80.6% |
| Admin fee / account holder | $134 | $7,004-98.1% | $5,645-97.6% | $11,426-98.8% |