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 | $33,152 | $32,117+3.2% | $71,086-53.4% | $64,186-48.4% |
| Participation rate | 16.9% | 42.7%-25.8pp | 54.7%-37.8pp | 69.6%-52.7pp |
| Annual return | -7.08% | -5.57%-1.5pp | 650.59%-657.7pp | 7.63%-14.7pp |
| Employer contribution / active EE | $501 | $712-29.7% | $1,088-54.0% | $2,381-79.0% |
| Participant deferral / active EE | $896 | $1,263-29.0% | $1,874-52.2% | $3,470-74.2% |
| Admin fee / account holder | $182 | $2,759-93.4% | $3,082-94.1% | $4,888-96.3% |