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 | $46,707 | $95,862-51.3% | $79,550-41.3% | $134,475-65.3% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | -11.33% | -2.69%-8.6pp | 0.16%-11.5pp | 417.96%-429.3pp |
| Employer contribution / active EE | $853 | $3,128-72.7% | $2,413-64.7% | $4,740-82.0% |
| Participant deferral / active EE | $2,519 | $4,693-46.3% | $3,985-36.8% | $6,400-60.6% |
| Admin fee / account holder | $144 | $9,126-98.4% | $6,832-97.9% | $11,426-98.7% |