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 | $12,171 | $42,894-71.6% | $60,874-80.0% | $68,494-82.2% |
| Participation rate | 35.7% | 66.8%-31.1pp | 73.1%-37.4pp | 67.9%-32.2pp |
| Annual return | -18.59% | -13.98%-4.6pp | 16.90%-35.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $599 | $1,978-69.7% | $2,701-77.8% | $2,596-76.9% |
| Participant deferral / active EE | $1,265 | $2,867-55.9% | $3,817-66.9% | $4,027-68.6% |
| Admin fee / account holder | $270 | $3,101-91.3% | $3,224-91.6% | $5,403-95.0% |