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 | $29,173 | $84,527-65.5% | $67,711-56.9% | $125,391-76.7% |
| Participation rate | 40.0% | 74.8%-34.8pp | 67.5%-27.5pp | 83.2%-43.2pp |
| Annual return | 0.66% | 2.57%-1.9pp | 25.41%-24.7pp | 282.22%-281.6pp |
| Employer contribution / active EE | $1,586 | $3,292-51.8% | $2,559-38.0% | $4,866-67.4% |
| Participant deferral / active EE | $3,742 | $4,429-15.5% | $3,585+4.4% | $5,352-30.1% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |