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 | $56,682 | $95,862-40.9% | $79,550-28.7% | $134,475-57.8% |
| Participation rate | 40.0% | 75.0%-35.0pp | 69.5%-29.5pp | 81.2%-41.2pp |
| Annual return | -13.72% | -2.69%-11.0pp | 0.16%-13.9pp | 417.96%-431.7pp |
| Employer contribution / active EE | $937 | $3,128-70.0% | $2,413-61.2% | $4,740-80.2% |
| Participant deferral / active EE | $2,218 | $4,693-52.7% | $3,985-44.3% | $6,400-65.3% |
| Admin fee / account holder | $69 | $9,126-99.2% | $6,832-99.0% | $11,426-99.4% |