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 | $35,764 | $85,790-58.3% | $67,313-46.9% | $135,375-73.6% |
| Participation rate | 60.9% | 76.5%-15.6pp | 69.1%-8.2pp | 82.6%-21.8pp |
| Annual return | -8.81% | -0.54%-8.3pp | -4.08%-4.7pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,262 | $3,487-63.8% | $2,566-50.8% | $4,779-73.6% |
| Participant deferral / active EE | $2,080 | $4,651-55.3% | $3,568-41.7% | $5,609-62.9% |
| Admin fee / account holder | $177 | $6,392-97.2% | $4,507-96.1% | $10,827-98.4% |