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 | $35,005 | $95,862-63.5% | $79,550-56.0% | $134,475-74.0% |
| Participation rate | 64.3% | 75.0%-10.7pp | 69.5%-5.2pp | 81.2%-16.9pp |
| Annual return | -15.25% | -2.69%-12.6pp | 0.16%-15.4pp | 417.96%-433.2pp |
| Employer contribution / active EE | $950 | $3,128-69.6% | $2,413-60.6% | $4,740-79.9% |
| Participant deferral / active EE | $2,234 | $4,693-52.4% | $3,985-43.9% | $6,400-65.1% |
| Admin fee / account holder | $34 | $9,126-99.6% | $6,832-99.5% | $11,426-99.7% |