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 9-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 | $70,887 | $97,044-27.0% | $83,333-14.9% | $135,375-47.6% |
| Participation rate | 60.0% | 80.4%-20.4pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -3.93% | 12.31%-16.2pp | 10.63%-14.6pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,348 | $4,143-67.5% | $3,379-60.1% | $4,779-71.8% |
| Participant deferral / active EE | $7,740 | $5,964+29.8% | $5,565+39.1% | $5,609+38.0% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |