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 | $37,232 | $77,813-52.2% | $123,544-69.9% | $64,186-42.0% |
| Participation rate | 53.6% | 74.7%-21.1pp | 82.3%-28.7pp | 69.6%-16.0pp |
| Annual return | -6.30% | 12.48%-18.8pp | 119.20%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $957 | $3,014-68.3% | $4,628-79.3% | $2,381-59.8% |
| Participant deferral / active EE | $2,425 | $5,240-53.7% | $6,426-62.3% | $3,470-30.1% |
| Admin fee / account holder | $139 | $5,519-97.5% | $9,284-98.5% | $4,888-97.2% |