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 | $25,830 | $87,705-70.5% | $63,517-59.3% | $125,391-79.4% |
| Participation rate | 33.3% | 77.0%-43.7pp | 71.0%-37.7pp | 83.2%-49.9pp |
| Annual return | -0.67% | 21.70%-22.4pp | -70.30%+69.6pp | 282.22%-282.9pp |
| Employer contribution / active EE | $1,360 | $3,601-62.2% | $2,322-41.4% | $4,866-72.0% |
| Participant deferral / active EE | $1,501 | $3,939-61.9% | $2,953-49.2% | $5,352-71.9% |
| Admin fee / account holder | $0 | $11,948-100.0% | $5,892-100.0% | $9,540-100.0% |