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 | $25,050 | $158,817-84.2% | $121,196-79.3% | $135,375-81.5% |
| Participation rate | 19.0% | 79.3%-60.3pp | 71.7%-52.7pp | 82.6%-63.6pp |
| Annual return | -6.09% | -0.64%-5.5pp | 16.93%-23.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $548 | $5,665-90.3% | $4,022-86.4% | $4,779-88.5% |
| Participant deferral / active EE | $1,017 | $4,005-74.6% | $3,344-69.6% | $5,609-81.9% |
| Admin fee / account holder | $2 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |