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 | $52,879 | $99,032-46.6% | $80,019-33.9% | $135,375-60.9% |
| Participation rate | 42.9% | 78.4%-35.5pp | 75.8%-33.0pp | 82.6%-39.8pp |
| Annual return | -8.59% | 15.39%-24.0pp | 11.22%-19.8pp | 519.73%-528.3pp |
| Employer contribution / active EE | $757 | $3,043-75.1% | $2,468-69.3% | $4,779-84.2% |
| Participant deferral / active EE | $2,318 | $4,282-45.9% | $3,686-37.1% | $5,609-58.7% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |