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 | $89,185 | $64,707+37.8% | $112,228-20.5% | $68,494+30.2% |
| Participation rate | 39.4% | 67.2%-27.8pp | 75.1%-35.7pp | 67.9%-28.5pp |
| Annual return | -16.62% | -11.40%-5.2pp | 27.45%-44.1pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,300 | $2,746-52.7% | $3,635-64.2% | $2,596-49.9% |
| Participant deferral / active EE | $4,153 | $3,565+16.5% | $4,728-12.2% | $4,027+3.1% |
| Admin fee / account holder | $194 | $5,232-96.3% | $6,410-97.0% | $5,403-96.4% |