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 | $41,818 | $142,344-70.6% | $119,609-65.0% | $134,475-68.9% |
| Participation rate | 53.8% | 82.8%-29.0pp | 79.3%-25.4pp | 81.2%-27.4pp |
| Annual return | -19.85% | -12.44%-7.4pp | -14.97%-4.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,745 | $5,222-66.6% | $4,232-58.8% | $4,740-63.2% |
| Participant deferral / active EE | $5,553 | $6,469-14.2% | $5,602-0.9% | $6,400-13.2% |
| Admin fee / account holder | $19 | $13,584-99.9% | $10,323-99.8% | $11,426-99.8% |