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 | $17,836 | $49,177-63.7% | $79,464-77.6% | $64,186-72.2% |
| Participation rate | 48.0% | 65.0%-17.0pp | 73.3%-25.3pp | 69.6%-21.6pp |
| Annual return | -5.42% | -1.16%-4.3pp | 718.14%-723.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $769 | $2,076-62.9% | $2,800-72.5% | $2,381-67.7% |
| Participant deferral / active EE | $854 | $2,821-69.7% | $3,704-76.9% | $3,470-75.4% |
| Admin fee / account holder | $40 | $3,839-99.0% | $5,113-99.2% | $4,888-99.2% |