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 | $9,639 | $117,690-91.8% | $71,735-86.6% | $134,475-92.8% |
| Participation rate | 50.0% | 68.8%-18.8pp | 62.3%-12.3pp | 81.2%-31.2pp |
| Annual return | -18.64% | 25.44%-44.1pp | 9.14%-27.8pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,048 | $2,525-58.5% | $1,704-38.5% | $4,740-77.9% |
| Participant deferral / active EE | $1,658 | $3,759-55.9% | $2,658-37.6% | $6,400-74.1% |
| Admin fee / account holder | $282 | $6,379-95.6% | $3,974-92.9% | $11,426-97.5% |