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 | $58,477 | $95,193-38.6% | $76,523-23.6% | $135,375-56.8% |
| Participation rate | 55.6% | 74.4%-18.8pp | 68.0%-12.4pp | 82.6%-27.1pp |
| Annual return | -1.71% | 4.85%-6.6pp | -0.27%-1.4pp | 519.73%-521.4pp |
| Employer contribution / active EE | $1,458 | $3,302-55.8% | $2,647-44.9% | $4,779-69.5% |
| Participant deferral / active EE | $5,746 | $4,639+23.8% | $3,835+49.8% | $5,609+2.4% |
| Admin fee / account holder | $120 | $6,249-98.1% | $4,848-97.5% | $10,827-98.9% |