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 | $25,089 | $99,032-74.7% | $80,019-68.6% | $135,375-81.5% |
| Participation rate | 66.7% | 78.4%-11.7pp | 75.8%-9.2pp | 82.6%-16.0pp |
| Annual return | -8.49% | 15.39%-23.9pp | 11.22%-19.7pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,760 | $3,043-42.2% | $2,468-28.7% | $4,779-63.2% |
| Participant deferral / active EE | $1,760 | $4,282-58.9% | $3,686-52.2% | $5,609-68.6% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |