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 | $25,184 | $71,883-65.0% | $86,677-70.9% | $68,494-63.2% |
| Participation rate | 35.3% | 72.2%-36.9pp | 76.6%-41.3pp | 67.9%-32.6pp |
| Annual return | -18.42% | 3.52%-21.9pp | 35.91%-54.3pp | -7.84%-10.6pp |
| Employer contribution / active EE | $872 | $2,173-59.9% | $2,836-69.3% | $2,596-66.4% |
| Participant deferral / active EE | $1,744 | $3,779-53.8% | $4,656-62.5% | $4,027-56.7% |
| Admin fee / account holder | $55 | $6,112-99.1% | $7,493-99.3% | $5,403-99.0% |