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 | $42,118 | $87,540-51.9% | $75,781-44.4% | $125,391-66.4% |
| Participation rate | 20.0% | 80.2%-60.2pp | 75.8%-55.8pp | 83.2%-63.2pp |
| Annual return | 0.81% | 13.48%-12.7pp | 9.68%-8.9pp | 282.22%-281.4pp |
| Employer contribution / active EE | $584 | $3,930-85.1% | $3,323-82.4% | $4,866-88.0% |
| Participant deferral / active EE | $1,081 | $4,229-74.4% | $3,651-70.4% | $5,352-79.8% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |