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 | $16,974 | $87,540-80.6% | $75,781-77.6% | $125,391-86.5% |
| Participation rate | 37.5% | 80.2%-42.7pp | 75.8%-38.3pp | 83.2%-45.7pp |
| Annual return | -2.69% | 13.48%-16.2pp | 9.68%-12.4pp | 282.22%-284.9pp |
| Employer contribution / active EE | $842 | $3,930-78.6% | $3,323-74.7% | $4,866-82.7% |
| Participant deferral / active EE | $3,075 | $4,229-27.3% | $3,651-15.8% | $5,352-42.5% |
| Admin fee / account holder | $61 | $6,502-99.1% | $5,299-98.8% | $9,540-99.4% |