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 | $17,437 | $32,117-45.7% | $71,086-75.5% | $64,186-72.8% |
| Participation rate | 38.0% | 42.7%-4.7pp | 54.7%-16.6pp | 69.6%-31.5pp |
| Annual return | -8.18% | -5.57%-2.6pp | 650.59%-658.8pp | 7.63%-15.8pp |
| Employer contribution / active EE | $274 | $712-61.5% | $1,088-74.8% | $2,381-88.5% |
| Participant deferral / active EE | $1,192 | $1,263-5.6% | $1,874-36.4% | $3,470-65.6% |
| Admin fee / account holder | $154 | $2,759-94.4% | $3,082-95.0% | $4,888-96.9% |