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 | $45,614 | $27,641+65.0% | $61,373-25.7% | $68,494-33.4% |
| Participation rate | 14.8% | 39.5%-24.7pp | 52.6%-37.8pp | 67.9%-53.1pp |
| Annual return | -17.97% | -13.24%-4.7pp | 338.61%-356.6pp | -7.84%-10.1pp |
| Employer contribution / active EE | $700 | $695+0.6% | $1,159-39.7% | $2,596-73.1% |
| Participant deferral / active EE | $1,464 | $1,263+15.9% | $2,125-31.1% | $4,027-63.7% |
| Admin fee / account holder | $296 | $2,010-85.3% | $2,130-86.1% | $5,403-94.5% |