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 | $43,832 | $87,540-49.9% | $75,781-42.2% | $125,391-65.0% |
| Participation rate | 31.3% | 80.2%-48.9pp | 75.8%-44.6pp | 83.2%-51.9pp |
| Annual return | -2.59% | 13.48%-16.1pp | 9.68%-12.3pp | 282.22%-284.8pp |
| Employer contribution / active EE | $771 | $3,930-80.4% | $3,323-76.8% | $4,866-84.2% |
| Participant deferral / active EE | $1,570 | $4,229-62.9% | $3,651-57.0% | $5,352-70.7% |
| Admin fee / account holder | $1 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |