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 | $59,059 | $93,024-36.5% | $77,024-23.3% | $134,475-56.1% |
| Participation rate | 15.0% | 74.5%-59.5pp | 67.9%-52.9pp | 81.2%-66.2pp |
| Annual return | -19.59% | 62.60%-82.2pp | 42.32%-61.9pp | 417.96%-437.6pp |
| Employer contribution / active EE | $431 | $3,418-87.4% | $2,812-84.7% | $4,740-90.9% |
| Participant deferral / active EE | $1,292 | $5,238-75.3% | $4,426-70.8% | $6,400-79.8% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |