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 | $55,679 | $91,911-39.4% | $68,793-19.1% | $135,375-58.9% |
| Participation rate | 58.3% | 76.7%-18.4pp | 72.2%-13.9pp | 82.6%-24.3pp |
| Annual return | -5.93% | -8.22%+2.3pp | -4.63%-1.3pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,789 | $3,924-54.4% | $2,625-31.9% | $4,779-62.6% |
| Participant deferral / active EE | $5,717 | $4,315+32.5% | $3,311+72.7% | $5,609+1.9% |
| Admin fee / account holder | $9 | $9,240-99.9% | $5,131-99.8% | $10,827-99.9% |