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 5-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 | $43,418 | $27,641+57.1% | $61,373-29.3% | $68,494-36.6% |
| Participation rate | 6.3% | 39.5%-33.2pp | 52.6%-46.3pp | 67.9%-61.6pp |
| Annual return | 2.71% | -13.24%+15.9pp | 338.61%-335.9pp | -7.84%+10.6pp |
| Employer contribution / active EE | $247 | $695-64.4% | $1,159-78.7% | $2,596-90.5% |
| Participant deferral / active EE | $1,557 | $1,263+23.2% | $2,125-26.7% | $4,027-61.3% |
| Admin fee / account holder | $158 | $2,010-92.1% | $2,130-92.6% | $5,403-97.1% |