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 | $52,834 | $97,044-45.6% | $83,333-36.6% | $135,375-61.0% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -8.31% | 12.31%-20.6pp | 10.63%-18.9pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,453 | $4,143-64.9% | $3,379-57.0% | $4,779-69.6% |
| Participant deferral / active EE | $2,990 | $5,964-49.9% | $5,565-46.3% | $5,609-46.7% |
| Admin fee / account holder | $53 | $8,380-99.4% | $7,510-99.3% | $10,827-99.5% |