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 | $40,411 | $32,117+25.8% | $71,086-43.2% | $64,186-37.0% |
| Participation rate | 11.1% | 42.7%-31.6pp | 54.7%-43.5pp | 69.6%-58.5pp |
| Annual return | -9.32% | -5.57%-3.8pp | 650.59%-659.9pp | 7.63%-17.0pp |
| Employer contribution / active EE | $123 | $712-82.7% | $1,088-88.7% | $2,381-94.8% |
| Participant deferral / active EE | $1,486 | $1,263+17.6% | $1,874-20.7% | $3,470-57.2% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,888-100.0% |