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 | $126,738 | $158,817-20.2% | $121,196+4.6% | $135,375-6.4% |
| Participation rate | 9.1% | 79.3%-70.2pp | 71.7%-62.7pp | 82.6%-73.5pp |
| Annual return | -4.50% | -0.64%-3.9pp | 16.93%-21.4pp | 519.73%-524.2pp |
| Employer contribution / active EE | $391 | $5,665-93.1% | $4,022-90.3% | $4,779-91.8% |
| Participant deferral / active EE | $1,623 | $4,005-59.5% | $3,344-51.5% | $5,609-71.1% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |