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 | $35,894 | $152,509-76.5% | $117,472-69.4% | $134,475-73.3% |
| Participation rate | 30.4% | 77.1%-46.7pp | 70.6%-40.2pp | 81.2%-50.8pp |
| Annual return | -18.44% | 52.99%-71.4pp | 29.74%-48.2pp | 417.96%-436.4pp |
| Employer contribution / active EE | $604 | $5,571-89.2% | $4,176-85.5% | $4,740-87.2% |
| Participant deferral / active EE | $1,047 | $4,818-78.3% | $4,070-74.3% | $6,400-83.6% |
| Admin fee / account holder | $211 | $7,004-97.0% | $5,645-96.3% | $11,426-98.1% |