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 9-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 | $47,603 | $83,908-43.3% | $68,509-30.5% | $125,391-62.0% |
| Participation rate | 22.2% | 78.2%-55.9pp | 74.7%-52.5pp | 83.2%-61.0pp |
| Annual return | -1.40% | 14.48%-15.9pp | 8.27%-9.7pp | 282.22%-283.6pp |
| Employer contribution / active EE | $763 | $3,031-74.8% | $2,278-66.5% | $4,866-84.3% |
| Participant deferral / active EE | $1,250 | $4,125-69.7% | $3,382-63.1% | $5,352-76.7% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,540-100.0% |