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 | $24,838 | $45,863-45.8% | $77,024-67.8% | $68,494-63.7% |
| Participation rate | 15.1% | 55.9%-40.8pp | 67.9%-52.8pp | 67.9%-52.8pp |
| Annual return | -18.56% | 1.72%-20.3pp | 42.32%-60.9pp | -7.84%-10.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,205 | $2,962-59.3% | $4,426-72.8% | $4,027-70.1% |
| Admin fee / account holder | $19 | $3,041-99.4% | $5,425-99.7% | $5,403-99.7% |