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 | $23,393 | $105,860-77.9% | $90,749-74.2% | $134,475-82.6% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | -15.39% | -11.01%-4.4pp | -12.16%-3.2pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,456 | $3,462-58.0% | $2,921-50.2% | $4,740-69.3% |
| Participant deferral / active EE | $1,820 | $5,216-65.1% | $4,564-60.1% | $6,400-71.6% |
| Admin fee / account holder | $117 | $13,938-99.2% | $8,445-98.6% | $11,426-99.0% |