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 | $56,201 | $105,860-46.9% | $90,749-38.1% | $134,475-58.2% |
| Participation rate | 42.1% | 78.2%-36.1pp | 75.7%-33.6pp | 81.2%-39.1pp |
| Annual return | -19.11% | -11.01%-8.1pp | -12.16%-6.9pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,296 | $3,462-62.6% | $2,921-55.6% | $4,740-72.7% |
| Participant deferral / active EE | $3,430 | $5,216-34.2% | $4,564-24.8% | $6,400-46.4% |
| Admin fee / account holder | $151 | $13,938-98.9% | $8,445-98.2% | $11,426-98.7% |