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 | $33,982 | $75,935-55.2% | $60,547-43.9% | $125,391-72.9% |
| Participation rate | 50.0% | 76.5%-26.5pp | 68.0%-18.0pp | 83.2%-33.2pp |
| Annual return | -1.88% | -5.38%+3.5pp | 335.64%-337.5pp | 282.22%-284.1pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,186 | $4,506-51.5% | $3,328-34.3% | $5,352-59.2% |
| Admin fee / account holder | $211 | $6,768-96.9% | $4,536-95.4% | $9,540-97.8% |