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 | $52,422 | $158,817-67.0% | $121,196-56.7% | $135,375-61.3% |
| Participation rate | 4.8% | 79.3%-74.5pp | 71.7%-67.0pp | 82.6%-77.9pp |
| Annual return | -9.24% | -0.64%-8.6pp | 16.93%-26.2pp | 519.73%-529.0pp |
| Employer contribution / active EE | $273 | $5,665-95.2% | $4,022-93.2% | $4,779-94.3% |
| Participant deferral / active EE | $342 | $4,005-91.5% | $3,344-89.8% | $5,609-93.9% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |