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 | $40,608 | $105,860-61.6% | $90,749-55.3% | $134,475-69.8% |
| Participation rate | 62.5% | 78.2%-15.7pp | 75.7%-13.2pp | 81.2%-18.7pp |
| Annual return | -19.63% | -11.01%-8.6pp | -12.16%-7.5pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,033 | $3,462-70.2% | $2,921-64.6% | $4,740-78.2% |
| Participant deferral / active EE | $4,598 | $5,216-11.9% | $4,564+0.7% | $6,400-28.2% |
| Admin fee / account holder | $30 | $13,938-99.8% | $8,445-99.6% | $11,426-99.7% |