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 | $19,806 | $92,222-78.5% | $76,768-74.2% | $135,375-85.4% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -7.01% | 5.46%-12.5pp | 2.43%-9.4pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,912 | $3,216-40.5% | $2,485-23.1% | $4,779-60.0% |
| Participant deferral / active EE | $3,188 | $4,509-29.3% | $3,852-17.2% | $5,609-43.2% |
| Admin fee / account holder | $23 | $10,748-99.8% | $6,675-99.7% | $10,827-99.8% |