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 | $116,378 | $85,790+35.7% | $67,313+72.9% | $135,375-14.0% |
| Participation rate | 68.4% | 76.5%-8.0pp | 69.1%-0.7pp | 82.6%-14.2pp |
| Annual return | -7.79% | -0.54%-7.3pp | -4.08%-3.7pp | 519.73%-527.5pp |
| Employer contribution / active EE | $543 | $3,487-84.4% | $2,566-78.8% | $4,779-88.6% |
| Participant deferral / active EE | $5,544 | $4,651+19.2% | $3,568+55.4% | $5,609-1.1% |
| Admin fee / account holder | $276 | $6,392-95.7% | $4,507-93.9% | $10,827-97.5% |