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 | $30,242 | $53,162-43.1% | $91,220-66.8% | $68,494-55.8% |
| Participation rate | 42.9% | 63.2%-20.4pp | 73.2%-30.3pp | 67.9%-25.0pp |
| Annual return | -19.84% | -3.14%-16.7pp | 114.01%-133.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,075 | $1,709-37.1% | $2,850-62.3% | $2,596-58.6% |
| Participant deferral / active EE | $1,767 | $2,974-40.6% | $4,234-58.3% | $4,027-56.1% |
| Admin fee / account holder | $203 | $4,493-95.5% | $5,420-96.3% | $5,403-96.2% |