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 | $54,899 | $61,660-11.0% | $80,019-31.4% | $64,186-14.5% |
| Participation rate | 55.6% | 71.7%-16.1pp | 75.8%-20.3pp | 69.6%-14.0pp |
| Annual return | -7.15% | -0.33%-6.8pp | 11.22%-18.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $736 | $1,810-59.3% | $2,468-70.2% | $2,381-69.1% |
| Participant deferral / active EE | $1,553 | $2,968-47.7% | $3,686-57.9% | $3,470-55.2% |
| Admin fee / account holder | $93 | $5,417-98.3% | $6,521-98.6% | $4,888-98.1% |