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 | $32,924 | $73,867-55.4% | $143,757-77.1% | $68,494-51.9% |
| Participation rate | 34.9% | 66.7%-31.8pp | 80.3%-45.4pp | 67.9%-33.0pp |
| Annual return | -18.60% | 1.01%-19.6pp | -0.04%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $482 | $3,184-84.9% | $4,951-90.3% | $2,596-81.4% |
| Participant deferral / active EE | $1,355 | $3,384-60.0% | $5,637-76.0% | $4,027-66.3% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |