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 | $23,908 | $93,024-74.3% | $77,024-69.0% | $134,475-82.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -11.91% | 62.60%-74.5pp | 42.32%-54.2pp | 417.96%-429.9pp |
| Employer contribution / active EE | $383 | $3,418-88.8% | $2,812-86.4% | $4,740-91.9% |
| Participant deferral / active EE | $1,863 | $5,238-64.4% | $4,426-57.9% | $6,400-70.9% |
| Admin fee / account holder | $279 | $6,944-96.0% | $5,425-94.8% | $11,426-97.6% |