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 | $22,044 | $73,867-70.2% | $143,757-84.7% | $68,494-67.8% |
| Participation rate | 60.9% | 66.7%-5.8pp | 80.3%-19.4pp | 67.9%-7.0pp |
| Annual return | -16.85% | 1.01%-17.9pp | -0.04%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $991 | $3,184-68.9% | $4,951-80.0% | $2,596-61.8% |
| Participant deferral / active EE | $969 | $3,384-71.4% | $5,637-82.8% | $4,027-75.9% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |