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 | $30,978 | $82,286-62.4% | $68,791-55.0% | $134,475-77.0% |
| Participation rate | 56.3% | 75.1%-18.8pp | 69.0%-12.8pp | 81.2%-25.0pp |
| Annual return | -11.01% | -2.19%-8.8pp | -6.38%-4.6pp | 417.96%-429.0pp |
| Employer contribution / active EE | $1,522 | $3,301-53.9% | $2,655-42.7% | $4,740-67.9% |
| Participant deferral / active EE | $1,809 | $4,739-61.8% | $3,941-54.1% | $6,400-71.7% |
| Admin fee / account holder | $204 | $6,481-96.9% | $4,932-95.9% | $11,426-98.2% |