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 | $16,306 | $86,699-81.2% | $73,307-77.8% | $125,391-87.0% |
| Participation rate | 47.1% | 78.6%-31.6pp | 74.9%-27.9pp | 83.2%-36.1pp |
| Annual return | -2.40% | 2.78%-5.2pp | 5.67%-8.1pp | 282.22%-284.6pp |
| Employer contribution / active EE | $1,232 | $4,152-70.3% | $3,237-62.0% | $4,866-74.7% |
| Participant deferral / active EE | $2,735 | $5,550-50.7% | $4,991-45.2% | $5,352-48.9% |
| Admin fee / account holder | $288 | $7,771-96.3% | $5,637-94.9% | $9,540-97.0% |