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 6-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 | $37,141 | $95,862-61.3% | $79,550-53.3% | $134,475-72.4% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -17.53% | -2.69%-14.8pp | 0.16%-17.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,588 | $3,128-49.2% | $2,413-34.2% | $4,740-66.5% |
| Participant deferral / active EE | $5,360 | $4,693+14.2% | $3,985+34.5% | $6,400-16.2% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |