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 | $15,443 | $97,044-84.1% | $83,333-81.5% | $135,375-88.6% |
| Participation rate | 55.6% | 80.4%-24.9pp | 77.8%-22.2pp | 82.6%-27.1pp |
| Annual return | -9.30% | 12.31%-21.6pp | 10.63%-19.9pp | 519.73%-529.0pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,672 | $5,964-55.2% | $5,565-52.0% | $5,609-52.4% |
| Admin fee / account holder | $15 | $8,380-99.8% | $7,510-99.8% | $10,827-99.9% |