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 | $76,864 | $142,344-46.0% | $119,609-35.7% | $134,475-42.8% |
| Participation rate | 61.5% | 82.8%-21.3pp | 79.3%-17.7pp | 81.2%-19.7pp |
| Annual return | -15.07% | -12.44%-2.6pp | -14.97%-0.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,514 | $5,222-71.0% | $4,232-64.2% | $4,740-68.1% |
| Participant deferral / active EE | $4,454 | $6,469-31.1% | $5,602-20.5% | $6,400-30.4% |
| Admin fee / account holder | $41 | $13,584-99.7% | $10,323-99.6% | $11,426-99.6% |