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 | $74,314 | $57,354+29.6% | $83,848-11.4% | $64,186+15.8% |
| Participation rate | 45.7% | 68.6%-22.9pp | 76.1%-30.4pp | 69.6%-23.9pp |
| Annual return | -5.52% | 11.38%-16.9pp | 850.88%-856.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $906 | $2,545-64.4% | $3,631-75.1% | $2,381-62.0% |
| Participant deferral / active EE | $2,990 | $2,993-0.1% | $4,082-26.7% | $3,470-13.8% |
| Admin fee / account holder | $196 | $4,046-95.2% | $5,478-96.4% | $4,888-96.0% |