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 | $19,215 | $41,854-54.1% | $73,843-74.0% | $52,331-63.3% |
| Participation rate | 24.5% | 66.2%-41.7pp | 73.4%-48.9pp | 68.1%-43.6pp |
| Annual return | -1.28% | 2.11%-3.4pp | 2267.84%-2269.1pp | 4.54%-5.8pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,394 | $2,498-44.2% | $3,583-61.1% | $3,022-53.9% |
| Admin fee / account holder | $123 | $493-75.0% | $4,880-97.5% | $592-79.2% |