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 | $32,692 | $93,024-64.9% | $77,024-57.6% | $134,475-75.7% |
| Participation rate | 52.2% | 74.5%-22.3pp | 67.9%-15.7pp | 81.2%-29.0pp |
| Annual return | -18.09% | 62.60%-80.7pp | 42.32%-60.4pp | 417.96%-436.1pp |
| Employer contribution / active EE | $605 | $3,418-82.3% | $2,812-78.5% | $4,740-87.2% |
| Participant deferral / active EE | $1,984 | $5,238-62.1% | $4,426-55.2% | $6,400-69.0% |
| Admin fee / account holder | $143 | $6,944-97.9% | $5,425-97.4% | $11,426-98.7% |