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 | $65,832 | $83,908-21.5% | $68,509-3.9% | $125,391-47.5% |
| Participation rate | 66.7% | 78.2%-11.5pp | 74.7%-8.1pp | 83.2%-16.5pp |
| Annual return | -1.77% | 14.48%-16.2pp | 8.27%-10.0pp | 282.22%-284.0pp |
| Employer contribution / active EE | $4,623 | $3,031+52.5% | $2,278+103.0% | $4,866-5.0% |
| Participant deferral / active EE | $7,330 | $4,125+77.7% | $3,382+116.7% | $5,352+37.0% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,540-100.0% |