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 | $46,666 | $127,100-63.3% | $105,738-55.9% | $135,375-65.5% |
| Participation rate | 41.7% | 82.7%-41.0pp | 76.3%-34.7pp | 82.6%-41.0pp |
| Annual return | -8.08% | 4.49%-12.6pp | 6.27%-14.4pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,132 | $4,107-72.4% | $3,268-65.4% | $4,779-76.3% |
| Participant deferral / active EE | $4,214 | $5,064-16.8% | $4,080+3.3% | $5,609-24.9% |
| Admin fee / account holder | $238 | $9,087-97.4% | $6,913-96.6% | $10,827-97.8% |