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 | $40,071 | $69,518-42.4% | $59,878-33.1% | $135,375-70.4% |
| Participation rate | 54.2% | 77.8%-23.7pp | 74.7%-20.5pp | 82.6%-28.5pp |
| Annual return | -6.42% | 7.94%-14.4pp | 3.46%-9.9pp | 519.73%-526.2pp |
| Employer contribution / active EE | $690 | $3,235-78.7% | $2,722-74.7% | $4,779-85.6% |
| Participant deferral / active EE | $1,967 | $4,206-53.2% | $3,402-42.2% | $5,609-64.9% |
| Admin fee / account holder | $293 | $5,734-94.9% | $3,590-91.8% | $10,827-97.3% |