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 | $19,262 | $97,044-80.2% | $83,333-76.9% | $135,375-85.8% |
| Participation rate | 42.9% | 80.4%-37.6pp | 77.8%-34.9pp | 82.6%-39.8pp |
| Annual return | -8.20% | 12.31%-20.5pp | 10.63%-18.8pp | 519.73%-527.9pp |
| Employer contribution / active EE | $420 | $4,143-89.9% | $3,379-87.6% | $4,779-91.2% |
| Participant deferral / active EE | $1,968 | $5,964-67.0% | $5,565-64.6% | $5,609-64.9% |
| Admin fee / account holder | $16 | $8,380-99.8% | $7,510-99.8% | $10,827-99.9% |