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 | $23,476 | $64,307-63.5% | $57,343-59.1% | $125,391-81.3% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 83.2%-58.2pp |
| Annual return | -0.13% | 25.12%-25.2pp | 24.39%-24.5pp | 282.22%-282.3pp |
| Employer contribution / active EE | $1,160 | $3,193-63.7% | $2,689-56.8% | $4,866-76.2% |
| Participant deferral / active EE | $781 | $3,848-79.7% | $3,162-75.3% | $5,352-85.4% |
| Admin fee / account holder | $21 | $5,242-99.6% | $3,356-99.4% | $9,540-99.8% |