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 | $19,748 | $73,867-73.3% | $143,757-86.3% | $68,494-71.2% |
| Participation rate | 55.6% | 66.7%-11.1pp | 80.3%-24.8pp | 67.9%-12.3pp |
| Annual return | -11.75% | 1.01%-12.8pp | -0.04%-11.7pp | -7.84%-3.9pp |
| Employer contribution / active EE | $643 | $3,184-79.8% | $4,951-87.0% | $2,596-75.2% |
| Participant deferral / active EE | $1,905 | $3,384-43.7% | $5,637-66.2% | $4,027-52.7% |
| Admin fee / account holder | $246 | $5,755-95.7% | $14,673-98.3% | $5,403-95.5% |