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 | $23,797 | $84,402-71.8% | $61,373-61.2% | $134,475-82.3% |
| Participation rate | 42.9% | 62.2%-19.3pp | 52.6%-9.7pp | 81.2%-38.4pp |
| Annual return | -16.99% | 584.55%-601.5pp | 338.61%-355.6pp | 417.96%-435.0pp |
| Employer contribution / active EE | $879 | $1,544-43.1% | $1,159-24.2% | $4,740-81.5% |
| Participant deferral / active EE | $1,341 | $2,819-52.4% | $2,125-36.9% | $6,400-79.0% |
| Admin fee / account holder | $195 | $2,585-92.5% | $2,130-90.8% | $11,426-98.3% |