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 5-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 | $11,810 | $93,024-87.3% | $77,024-84.7% | $134,475-91.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -19.39% | 62.60%-82.0pp | 42.32%-61.7pp | 417.96%-437.4pp |
| Employer contribution / active EE | $456 | $3,418-86.7% | $2,812-83.8% | $4,740-90.4% |
| Participant deferral / active EE | $957 | $5,238-81.7% | $4,426-78.4% | $6,400-85.0% |
| Admin fee / account holder | $49 | $6,944-99.3% | $5,425-99.1% | $11,426-99.6% |