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 | $31,766 | $82,286-61.4% | $68,791-53.8% | $134,475-76.4% |
| Participation rate | 65.2% | 75.1%-9.8pp | 69.0%-3.8pp | 81.2%-16.0pp |
| Annual return | -17.63% | -2.19%-15.4pp | -6.38%-11.3pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,719 | $3,301-47.9% | $2,655-35.3% | $4,740-63.7% |
| Participant deferral / active EE | $2,195 | $4,739-53.7% | $3,941-44.3% | $6,400-65.7% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |