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 | $51,951 | $42,383+22.6% | $76,523-32.1% | $64,186-19.1% |
| Participation rate | 51.8% | 58.1%-6.4pp | 68.0%-16.2pp | 69.6%-17.8pp |
| Annual return | -3.74% | -16.54%+12.8pp | -0.27%-3.5pp | 7.63%-11.4pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,317 | $2,566-9.7% | $3,835-39.6% | $3,470-33.2% |
| Admin fee / account holder | $20 | $3,198-99.4% | $4,848-99.6% | $4,888-99.6% |