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 | $34,323 | $93,024-63.1% | $77,024-55.4% | $134,475-74.5% |
| Participation rate | 43.8% | 74.5%-30.7pp | 67.9%-24.2pp | 81.2%-37.5pp |
| Annual return | -17.37% | 62.60%-80.0pp | 42.32%-59.7pp | 417.96%-435.3pp |
| Employer contribution / active EE | $591 | $3,418-82.7% | $2,812-79.0% | $4,740-87.5% |
| Participant deferral / active EE | $1,869 | $5,238-64.3% | $4,426-57.8% | $6,400-70.8% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |