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 | $24,091 | $42,383-43.2% | $76,523-68.5% | $64,186-62.5% |
| Participation rate | 56.3% | 58.1%-1.9pp | 68.0%-11.7pp | 69.6%-13.3pp |
| Annual return | -5.38% | -16.54%+11.2pp | -0.27%-5.1pp | 7.63%-13.0pp |
| Employer contribution / active EE | $305 | $1,563-80.5% | $2,647-88.5% | $2,381-87.2% |
| Participant deferral / active EE | $1,297 | $2,566-49.5% | $3,835-66.2% | $3,470-62.6% |
| Admin fee / account holder | $277 | $3,198-91.4% | $4,848-94.3% | $4,888-94.3% |