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 | $37,256 | $167,307-77.7% | $143,757-74.1% | $134,475-72.3% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -17.62% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,051 | $5,619-63.5% | $4,951-58.6% | $4,740-56.7% |
| Participant deferral / active EE | $5,638 | $6,446-12.5% | $5,6370% | $6,400-11.9% |
| Admin fee / account holder | $210 | $18,088-98.8% | $14,673-98.6% | $11,426-98.2% |