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 | $28,610 | $91,911-68.9% | $68,793-58.4% | $135,375-78.9% |
| Participation rate | 66.7% | 76.7%-10.1pp | 72.2%-5.6pp | 82.6%-16.0pp |
| Annual return | -6.46% | -8.22%+1.8pp | -4.63%-1.8pp | 519.73%-526.2pp |
| Employer contribution / active EE | $491 | $3,924-87.5% | $2,625-81.3% | $4,779-89.7% |
| Participant deferral / active EE | $827 | $4,315-80.8% | $3,311-75.0% | $5,609-85.3% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |