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 | $69,827 | $95,971-27.2% | $74,550-6.3% | $135,375-48.4% |
| Participation rate | 54.5% | 75.7%-21.1pp | 69.1%-14.6pp | 82.6%-28.1pp |
| Annual return | -6.48% | 56.96%-63.4pp | 32.53%-39.0pp | 519.73%-526.2pp |
| Employer contribution / active EE | $778 | $2,716-71.4% | $1,961-60.3% | $4,779-83.7% |
| Participant deferral / active EE | $1,054 | $3,843-72.6% | $3,108-66.1% | $5,609-81.2% |
| Admin fee / account holder | $111 | $6,522-98.3% | $5,060-97.8% | $10,827-99.0% |