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 | $45,607 | $95,971-52.5% | $74,550-38.8% | $135,375-66.3% |
| Participation rate | 35.0% | 75.7%-40.7pp | 69.1%-34.1pp | 82.6%-47.6pp |
| Annual return | -8.88% | 56.96%-65.8pp | 32.53%-41.4pp | 519.73%-528.6pp |
| Employer contribution / active EE | $323 | $2,716-88.1% | $1,961-83.6% | $4,779-93.3% |
| Participant deferral / active EE | $982 | $3,843-74.5% | $3,108-68.4% | $5,609-82.5% |
| Admin fee / account holder | $119 | $6,522-98.2% | $5,060-97.6% | $10,827-98.9% |