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 | $60,055 | $99,032-39.4% | $80,019-24.9% | $135,375-55.6% |
| Participation rate | 50.0% | 78.4%-28.4pp | 75.8%-25.8pp | 82.6%-32.6pp |
| Annual return | -2.00% | 15.39%-17.4pp | 11.22%-13.2pp | 519.73%-521.7pp |
| Employer contribution / active EE | $2,247 | $3,043-26.2% | $2,468-9.0% | $4,779-53.0% |
| Participant deferral / active EE | $5,328 | $4,282+24.4% | $3,686+44.6% | $5,609-5.0% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |