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 | $32,877 | $87,540-62.4% | $75,781-56.6% | $125,391-73.8% |
| Participation rate | 64.7% | 80.2%-15.5pp | 75.8%-11.1pp | 83.2%-18.5pp |
| Annual return | -3.18% | 13.48%-16.7pp | 9.68%-12.9pp | 282.22%-285.4pp |
| Employer contribution / active EE | $710 | $3,930-81.9% | $3,323-78.6% | $4,866-85.4% |
| Participant deferral / active EE | $1,181 | $4,229-72.1% | $3,651-67.7% | $5,352-77.9% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |