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 | $29,020 | $106,543-72.8% | $91,220-68.2% | $134,475-78.4% |
| Participation rate | 53.3% | 76.8%-23.5pp | 73.2%-19.9pp | 81.2%-27.9pp |
| Annual return | -17.29% | 160.60%-177.9pp | 114.01%-131.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $684 | $3,331-79.4% | $2,850-76.0% | $4,740-85.6% |
| Participant deferral / active EE | $2,156 | $4,719-54.3% | $4,234-49.1% | $6,400-66.3% |
| Admin fee / account holder | $27 | $6,231-99.6% | $5,420-99.5% | $11,426-99.8% |