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 | $38,321 | $67,331-43.1% | $60,874-37.0% | $134,475-71.5% |
| Participation rate | 40.9% | 76.2%-35.3pp | 73.1%-32.2pp | 81.2%-40.3pp |
| Annual return | -19.73% | 49.93%-69.7pp | 16.90%-36.6pp | 417.96%-437.7pp |
| Employer contribution / active EE | $495 | $3,096-84.0% | $2,701-81.7% | $4,740-89.6% |
| Participant deferral / active EE | $1,212 | $4,538-73.3% | $3,817-68.3% | $6,400-81.1% |
| Admin fee / account holder | $124 | $4,582-97.3% | $3,224-96.2% | $11,426-98.9% |