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 | $22,372 | $95,971-76.7% | $74,550-70.0% | $135,375-83.5% |
| Participation rate | 68.8% | 75.7%-6.9pp | 69.1%-0.4pp | 82.6%-13.9pp |
| Annual return | -7.09% | 56.96%-64.1pp | 32.53%-39.6pp | 519.73%-526.8pp |
| Employer contribution / active EE | $865 | $2,716-68.2% | $1,961-55.9% | $4,779-81.9% |
| Participant deferral / active EE | $1,074 | $3,843-72.1% | $3,108-65.4% | $5,609-80.9% |
| Admin fee / account holder | $71 | $6,522-98.9% | $5,060-98.6% | $10,827-99.3% |