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 | $30,241 | $73,867-59.1% | $143,757-79.0% | $68,494-55.8% |
| Participation rate | 40.7% | 66.7%-25.9pp | 80.3%-39.6pp | 67.9%-27.1pp |
| Annual return | -12.83% | 1.01%-13.8pp | -0.04%-12.8pp | -7.84%-5.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,118 | $3,384-37.4% | $5,637-62.4% | $4,027-47.4% |
| Admin fee / account holder | $21 | $5,755-99.6% | $14,673-99.9% | $5,403-99.6% |