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 | $21,336 | $73,867-71.1% | $143,757-85.2% | $68,494-68.8% |
| Participation rate | 68.1% | 66.7%+1.4pp | 80.3%-12.2pp | 67.9%+0.2pp |
| Annual return | -13.43% | 1.01%-14.4pp | -0.04%-13.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,407 | $3,184-55.8% | $4,951-71.6% | $2,596-45.8% |
| Participant deferral / active EE | $2,213 | $3,384-34.6% | $5,637-60.7% | $4,027-45.0% |
| Admin fee / account holder | $5 | $5,755-99.9% | $14,673-100.0% | $5,403-99.9% |