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 | $44,071 | $27,641+59.4% | $61,373-28.2% | $68,494-35.7% |
| Participation rate | 23.5% | 39.5%-16.0pp | 52.6%-29.0pp | 67.9%-44.4pp |
| Annual return | -17.49% | -13.24%-4.3pp | 338.61%-356.1pp | -7.84%-9.7pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,403 | $1,263+11.1% | $2,125-34.0% | $4,027-65.2% |
| Admin fee / account holder | $172 | $2,010-91.4% | $2,130-91.9% | $5,403-96.8% |