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 | $55,947 | $95,971-41.7% | $74,550-25.0% | $135,375-58.7% |
| Participation rate | 40.0% | 75.7%-35.7pp | 69.1%-29.1pp | 82.6%-42.6pp |
| Annual return | -5.17% | 56.96%-62.1pp | 32.53%-37.7pp | 519.73%-524.9pp |
| Employer contribution / active EE | $435 | $2,716-84.0% | $1,961-77.8% | $4,779-90.9% |
| Participant deferral / active EE | $984 | $3,843-74.4% | $3,108-68.4% | $5,609-82.5% |
| Admin fee / account holder | $53 | $6,522-99.2% | $5,060-99.0% | $10,827-99.5% |