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 | $20,927 | $73,867-71.7% | $143,757-85.4% | $68,494-69.4% |
| Participation rate | 61.2% | 66.7%-5.5pp | 80.3%-19.1pp | 67.9%-6.7pp |
| Annual return | -14.67% | 1.01%-15.7pp | -0.04%-14.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $597 | $3,184-81.2% | $4,951-87.9% | $2,596-77.0% |
| Participant deferral / active EE | $1,247 | $3,384-63.2% | $5,637-77.9% | $4,027-69.0% |
| Admin fee / account holder | $94 | $5,755-98.4% | $14,673-99.4% | $5,403-98.3% |