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 | $18,676 | $46,674-60.0% | $117,472-84.1% | $68,494-72.7% |
| Participation rate | 29.3% | 56.8%-27.5pp | 70.6%-41.3pp | 67.9%-38.6pp |
| Annual return | -18.46% | -14.52%-3.9pp | 29.74%-48.2pp | -7.84%-10.6pp |
| Employer contribution / active EE | $406 | $1,505-73.0% | $4,176-90.3% | $2,596-84.4% |
| Participant deferral / active EE | $915 | $2,636-65.3% | $4,070-77.5% | $4,027-77.3% |
| Admin fee / account holder | $225 | $4,020-94.4% | $5,645-96.0% | $5,403-95.8% |