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 | $53,858 | $85,790-37.2% | $67,313-20.0% | $135,375-60.2% |
| Participation rate | 35.3% | 76.5%-41.2pp | 69.1%-33.8pp | 82.6%-47.3pp |
| Annual return | -6.99% | -0.54%-6.5pp | -4.08%-2.9pp | 519.73%-526.7pp |
| Employer contribution / active EE | $588 | $3,487-83.1% | $2,566-77.1% | $4,779-87.7% |
| Participant deferral / active EE | $1,452 | $4,651-68.8% | $3,568-59.3% | $5,609-74.1% |
| Admin fee / account holder | $272 | $6,392-95.7% | $4,507-94.0% | $10,827-97.5% |