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 | $42,994 | $95,862-55.2% | $79,550-46.0% | $134,475-68.0% |
| Participation rate | 23.8% | 75.0%-51.2pp | 69.5%-45.7pp | 81.2%-57.4pp |
| Annual return | -0.83% | -2.69%+1.9pp | 0.16%-1.0pp | 417.96%-418.8pp |
| Employer contribution / active EE | $759 | $3,128-75.7% | $2,413-68.5% | $4,740-84.0% |
| Participant deferral / active EE | $1,845 | $4,693-60.7% | $3,985-53.7% | $6,400-71.2% |
| Admin fee / account holder | $203 | $9,126-97.8% | $6,832-97.0% | $11,426-98.2% |