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 | $43,909 | $142,344-69.2% | $119,609-63.3% | $134,475-67.3% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.3%-16.8pp | 81.2%-18.7pp |
| Annual return | -19.90% | -12.44%-7.5pp | -14.97%-4.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,706 | $5,222-67.3% | $4,232-59.7% | $4,740-64.0% |
| Participant deferral / active EE | $4,715 | $6,469-27.1% | $5,602-15.8% | $6,400-26.3% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |