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 | $57,193 | $32,117+78.1% | $71,086-19.5% | $64,186-10.9% |
| Participation rate | 32.0% | 42.7%-10.7pp | 54.7%-22.7pp | 69.6%-37.6pp |
| Annual return | -3.66% | -5.57%+1.9pp | 650.59%-654.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $702 | $712-1.4% | $1,088-35.5% | $2,381-70.5% |
| Participant deferral / active EE | $2,764 | $1,263+118.8% | $1,874+47.4% | $3,470-20.3% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,888-100.0% |