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 | $71,929 | $85,790-16.2% | $67,313+6.9% | $135,375-46.9% |
| Participation rate | 44.4% | 76.5%-32.0pp | 69.1%-24.6pp | 82.6%-38.2pp |
| Annual return | -7.19% | -0.54%-6.7pp | -4.08%-3.1pp | 519.73%-526.9pp |
| Employer contribution / active EE | $3,190 | $3,487-8.5% | $2,566+24.3% | $4,779-33.2% |
| Participant deferral / active EE | $6,926 | $4,651+48.9% | $3,568+94.1% | $5,609+23.5% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |