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 | $54,344 | $82,286-34.0% | $68,791-21.0% | $134,475-59.6% |
| Participation rate | 40.0% | 75.1%-35.1pp | 69.0%-29.0pp | 81.2%-41.2pp |
| Annual return | -18.97% | -2.19%-16.8pp | -6.38%-12.6pp | 417.96%-436.9pp |
| Employer contribution / active EE | $588 | $3,301-82.2% | $2,655-77.9% | $4,740-87.6% |
| Participant deferral / active EE | $3,324 | $4,739-29.9% | $3,941-15.7% | $6,400-48.1% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |