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 | $60,895 | $32,117+89.6% | $71,086-14.3% | $64,186-5.1% |
| Participation rate | 5.3% | 42.7%-37.4pp | 54.7%-49.4pp | 69.6%-64.3pp |
| Annual return | -10.00% | -5.57%-4.4pp | 650.59%-660.6pp | 7.63%-17.6pp |
| Employer contribution / active EE | $107 | $712-85.0% | $1,088-90.2% | $2,381-95.5% |
| Participant deferral / active EE | $501 | $1,263-60.4% | $1,874-73.3% | $3,470-85.6% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,888-100.0% |