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 | $45,544 | $140,578-67.6% | $100,671-54.8% | $125,391-63.7% |
| Participation rate | 37.5% | 80.4%-42.9pp | 70.7%-33.2pp | 83.2%-45.7pp |
| Annual return | -2.00% | 24.67%-26.7pp | 20.43%-22.4pp | 282.22%-284.2pp |
| Employer contribution / active EE | $574 | $5,965-90.4% | $4,012-85.7% | $4,866-88.2% |
| Participant deferral / active EE | $2,498 | $3,981-37.3% | $3,144-20.5% | $5,352-53.3% |
| Admin fee / account holder | $40 | $6,716-99.4% | $4,850-99.2% | $9,540-99.6% |