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 | $57,235 | $92,222-37.9% | $76,768-25.4% | $135,375-57.7% |
| Participation rate | 64.7% | 79.8%-15.1pp | 77.0%-12.3pp | 82.6%-17.9pp |
| Annual return | -8.61% | 5.46%-14.1pp | 2.43%-11.0pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,166 | $3,216-63.7% | $2,485-53.1% | $4,779-75.6% |
| Participant deferral / active EE | $3,837 | $4,509-14.9% | $3,852-0.4% | $5,609-31.6% |
| Admin fee / account holder | $6 | $10,748-99.9% | $6,675-99.9% | $10,827-99.9% |