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 | $40,519 | $92,222-56.1% | $76,768-47.2% | $135,375-70.1% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -6.13% | 5.46%-11.6pp | 2.43%-8.6pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,684 | $3,216-47.6% | $2,485-32.2% | $4,779-64.8% |
| Participant deferral / active EE | $2,435 | $4,509-46.0% | $3,852-36.8% | $5,609-56.6% |
| Admin fee / account holder | $17 | $10,748-99.8% | $6,675-99.7% | $10,827-99.8% |