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 | $72,374 | $27,641+161.8% | $61,373+17.9% | $68,494+5.7% |
| Participation rate | 41.7% | 39.5%+2.2pp | 52.6%-10.9pp | 67.9%-26.2pp |
| Annual return | -16.75% | -13.24%-3.5pp | 338.61%-355.4pp | -7.84%-8.9pp |
| Employer contribution / active EE | $381 | $695-45.3% | $1,159-67.2% | $2,596-85.3% |
| Participant deferral / active EE | $2,100 | $1,263+66.2% | $2,125-1.2% | $4,027-47.9% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |