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 | $62,886 | $107,791-41.7% | $90,645-30.6% | $135,375-53.5% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.0%-24.0pp | 82.6%-32.6pp |
| Annual return | 1.24% | -0.90%+2.1pp | 1.88%-0.6pp | 519.73%-518.5pp |
| Employer contribution / active EE | $745 | $3,018-75.3% | $2,532-70.6% | $4,779-84.4% |
| Participant deferral / active EE | $1,241 | $3,872-68.0% | $3,425-63.8% | $5,609-77.9% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |