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 | $32,132 | $99,032-67.6% | $80,019-59.8% | $135,375-76.3% |
| Participation rate | 42.1% | 78.4%-36.2pp | 75.8%-33.7pp | 82.6%-40.5pp |
| Annual return | -7.66% | 15.39%-23.1pp | 11.22%-18.9pp | 519.73%-527.4pp |
| Employer contribution / active EE | $909 | $3,043-70.1% | $2,468-63.2% | $4,779-81.0% |
| Participant deferral / active EE | $1,747 | $4,282-59.2% | $3,686-52.6% | $5,609-68.9% |
| Admin fee / account holder | $219 | $10,436-97.9% | $6,521-96.6% | $10,827-98.0% |