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 | $66,015 | $95,862-31.1% | $79,550-17.0% | $134,475-50.9% |
| Participation rate | 46.2% | 75.0%-28.9pp | 69.5%-23.3pp | 81.2%-35.1pp |
| Annual return | -15.24% | -2.69%-12.6pp | 0.16%-15.4pp | 417.96%-433.2pp |
| Employer contribution / active EE | $842 | $3,128-73.1% | $2,413-65.1% | $4,740-82.2% |
| Participant deferral / active EE | $2,373 | $4,693-49.4% | $3,985-40.5% | $6,400-62.9% |
| Admin fee / account holder | $201 | $9,126-97.8% | $6,832-97.1% | $11,426-98.2% |