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 | $40,345 | $158,817-74.6% | $121,196-66.7% | $135,375-70.2% |
| Participation rate | 37.5% | 79.3%-41.8pp | 71.7%-34.2pp | 82.6%-45.1pp |
| Annual return | -8.72% | -0.64%-8.1pp | 16.93%-25.7pp | 519.73%-528.5pp |
| Employer contribution / active EE | $279 | $5,665-95.1% | $4,022-93.1% | $4,779-94.2% |
| Participant deferral / active EE | $839 | $4,005-79.0% | $3,344-74.9% | $5,609-85.0% |
| Admin fee / account holder | $288 | $6,512-95.6% | $5,019-94.3% | $10,827-97.3% |