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 | $48,398 | $81,900-40.9% | $119,609-59.5% | $68,494-29.3% |
| Participation rate | 61.3% | 71.9%-10.6pp | 79.3%-18.0pp | 67.9%-6.6pp |
| Annual return | -15.02% | -23.82%+8.8pp | -14.97%-0.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,047 | $4,148-50.7% | $5,602-63.5% | $4,027-49.2% |
| Admin fee / account holder | $186 | $6,582-97.2% | $10,323-98.2% | $5,403-96.5% |