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 | $17,908 | $67,331-73.4% | $60,874-70.6% | $134,475-86.7% |
| Participation rate | 47.6% | 76.2%-28.6pp | 73.1%-25.5pp | 81.2%-33.6pp |
| Annual return | -19.94% | 49.93%-69.9pp | 16.90%-36.8pp | 417.96%-437.9pp |
| Employer contribution / active EE | $602 | $3,096-80.6% | $2,701-77.7% | $4,740-87.3% |
| Participant deferral / active EE | $1,353 | $4,538-70.2% | $3,817-64.6% | $6,400-78.9% |
| Admin fee / account holder | $268 | $4,582-94.1% | $3,224-91.7% | $11,426-97.7% |