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 | $22,243 | $45,566-51.2% | $64,105-65.3% | $59,632-62.7% |
| Participation rate | 46.2% | 60.2%-14.0pp | 68.2%-22.0pp | 68.7%-22.5pp |
| Annual return | -2.59% | 4.95%-7.5pp | 791.24%-793.8pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $938 | $934+0.4% | $1,820-48.5% | $2,203-57.4% |
| Participant deferral / active EE | $2,018 | $2,057-1.9% | $2,822-28.5% | $3,192-36.8% |
| Admin fee / account holder | $45 | $3,268-98.6% | $4,499-99.0% | $4,297-99.0% |