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 | $22,185 | $67,331-67.1% | $60,874-63.6% | $134,475-83.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -15.85% | 49.93%-65.8pp | 16.90%-32.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $759 | $3,096-75.5% | $2,701-71.9% | $4,740-84.0% |
| Participant deferral / active EE | $1,913 | $4,538-57.8% | $3,817-49.9% | $6,400-70.1% |
| Admin fee / account holder | $30 | $4,582-99.3% | $3,224-99.1% | $11,426-99.7% |