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 | $38,467 | $167,307-77.0% | $143,757-73.2% | $134,475-71.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -15.10% | 0.46%-15.6pp | -0.04%-15.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,480 | $5,619-73.7% | $4,951-70.1% | $4,740-68.8% |
| Participant deferral / active EE | $3,051 | $6,446-52.7% | $5,637-45.9% | $6,400-52.3% |
| Admin fee / account holder | $180 | $18,088-99.0% | $14,673-98.8% | $11,426-98.4% |