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 | $23,187 | $99,032-76.6% | $80,019-71.0% | $135,375-82.9% |
| Participation rate | 66.7% | 78.4%-11.7pp | 75.8%-9.2pp | 82.6%-16.0pp |
| Annual return | -8.07% | 15.39%-23.5pp | 11.22%-19.3pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,203 | $3,043-60.5% | $2,468-51.2% | $4,779-74.8% |
| Participant deferral / active EE | $2,467 | $4,282-42.4% | $3,686-33.1% | $5,609-56.0% |
| Admin fee / account holder | $103 | $10,436-99.0% | $6,521-98.4% | $10,827-99.1% |