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 9-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 | $44,788 | $87,540-48.8% | $75,781-40.9% | $125,391-64.3% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -1.34% | 13.48%-14.8pp | 9.68%-11.0pp | 282.22%-283.6pp |
| Employer contribution / active EE | $1,283 | $3,930-67.3% | $3,323-61.4% | $4,866-73.6% |
| Participant deferral / active EE | $4,764 | $4,229+12.6% | $3,651+30.5% | $5,352-11.0% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |