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 | $91,720 | $56,484+62.4% | $169,463-45.9% | $64,186+42.9% |
| Participation rate | 57.6% | 64.5%-7.0pp | 77.8%-20.2pp | 69.6%-12.0pp |
| Annual return | -6.99% | -1.55%-5.4pp | 1.83%-8.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $581 | $1,832-68.3% | $4,159-86.0% | $2,381-75.6% |
| Participant deferral / active EE | $1,938 | $3,448-43.8% | $5,277-63.3% | $3,470-44.1% |
| Admin fee / account holder | $77 | $4,174-98.2% | $9,109-99.2% | $4,888-98.4% |