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 | $18,716 | $32,117-41.7% | $71,086-73.7% | $64,186-70.8% |
| Participation rate | 62.8% | 42.7%+20.1pp | 54.7%+8.1pp | 69.6%-6.8pp |
| Annual return | -9.39% | -5.57%-3.8pp | 650.59%-660.0pp | 7.63%-17.0pp |
| Employer contribution / active EE | $853 | $712+19.8% | $1,088-21.6% | $2,381-64.2% |
| Participant deferral / active EE | $1,584 | $1,263+25.4% | $1,874-15.5% | $3,470-54.4% |
| Admin fee / account holder | $19 | $2,759-99.3% | $3,082-99.4% | $4,888-99.6% |