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 | $21,067 | $27,641-23.8% | $61,373-65.7% | $68,494-69.2% |
| Participation rate | 14.3% | 39.5%-25.2pp | 52.6%-38.3pp | 67.9%-53.6pp |
| Annual return | -10.92% | -13.24%+2.3pp | 338.61%-349.5pp | -7.84%-3.1pp |
| Employer contribution / active EE | $117 | $695-83.1% | $1,159-89.9% | $2,596-95.5% |
| Participant deferral / active EE | $384 | $1,263-69.6% | $2,125-81.9% | $4,027-90.5% |
| Admin fee / account holder | $141 | $2,010-93.0% | $2,130-93.4% | $5,403-97.4% |