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 | $70,937 | $97,044-26.9% | $83,333-14.9% | $135,375-47.6% |
| Participation rate | 42.9% | 80.4%-37.6pp | 77.8%-34.9pp | 82.6%-39.8pp |
| Annual return | -8.60% | 12.31%-20.9pp | 10.63%-19.2pp | 519.73%-528.3pp |
| Employer contribution / active EE | $918 | $4,143-77.8% | $3,379-72.8% | $4,779-80.8% |
| Participant deferral / active EE | $4,351 | $5,964-27.0% | $5,565-21.8% | $5,609-22.4% |
| Admin fee / account holder | $29 | $8,380-99.7% | $7,510-99.6% | $10,827-99.7% |